Number of Shares
55,537.00
Current Holdings Value*
$4.62 Mil
% of Portfolio
2.5%
Total Estimate Gain
$-42,328.72
% of Total Estimate Gain
-0.90%

Vestpro Financial Partners, Inc. dba CPF Texas's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2018-09-30, Vestpro Financial Partners, Inc. dba CPF Texas held 55,537.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $4.62 Mil. This investment constitutes 2.5% of their stock portfolio, and Vestpro Financial Partners, Inc. dba CPF Texas now holds 0.02% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2018Q2. And since then Vestpro Financial Partners, Inc. dba CPF Texas has made 1 purchases of SHY, at an average price of $83.29, for a total of 56,743.00 shares. In addition, there have been 1 sales at an average price of $83.19 for 1,206.00 shares. Based on historical transaction data and SHY's current price of $82.53, Vestpro Financial Partners, Inc. dba CPF Texas's estimated gain on his SHY holdings is $-42,328.72, reflecting a -0.90% gain to date.

Vestpro Financial Partners, Inc. dba CPF Texas SHY ($82.53) Holding Chart

Vestpro Financial Partners, Inc. dba CPF Texas SHY ($82.53) 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