Trajan Wealth LLC SHY Holdings History
Trajan Wealth LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Trajan Wealth LLC held 4,472.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $369,930.00. This investment constitutes 0.02% of their stock portfolio, and Trajan Wealth LLC now holds 0% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2024Q1. And since then Trajan Wealth LLC has made 1 purchases of SHY, at an average price of $81.88, for a total of 123,806.00 shares. In addition, there have been 3 sales at an average price of $82.21 for 119,334.00 shares. Based on historical transaction data and SHY's current price of $82.50, Trajan Wealth LLC's estimated gain on his SHY holdings is $42,531.18, reflecting a 0.42% gain to date.
Trajan Wealth LLC SHY ($82.50) Holding Chart
Trajan Wealth LLC SHY ($82.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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