Values First Advisors, Inc. SHY Holdings History
Values First Advisors, Inc.'s iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Values First Advisors, Inc. held 79,337.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $6.56 Mil. This investment constitutes 3.83% of their stock portfolio, and Values First Advisors, Inc. now holds 0.03% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2019Q4. And since then Values First Advisors, Inc. has made 11 purchases of SHY, at an average price of $82.53, for a total of 100,569.00 shares. In addition, there have been 2 sales at an average price of $81.16 for 21,232.00 shares. Based on historical transaction data and SHY's current price of $82.38, Values First Advisors, Inc.'s estimated gain on his SHY holdings is $-40,538.48, reflecting a -0.49% gain to date.
Values First Advisors, Inc. SHY ($82.38) Holding Chart
Values First Advisors, Inc. SHY ($82.38) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
