Number of Shares
140,813.00
Current Holdings Value*
$11.67 Mil
% of Portfolio
4.37%
Total Estimate Gain
$60,755.02
% of Total Estimate Gain
0.09%

Vigilare Wealth Management's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Vigilare Wealth Management held 140,813.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $11.67 Mil. This investment constitutes 4.37% of their stock portfolio, and Vigilare Wealth Management now holds 0.05% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2019Q4. And since then Vigilare Wealth Management has made 6 purchases of SHY, at an average price of $81.55, for a total of 867,548.00 shares. In addition, there have been 12 sales at an average price of $81.44 for 726,735.00 shares. Based on historical transaction data and SHY's current price of $82.53, Vigilare Wealth Management's estimated gain on his SHY holdings is $60,755.02, reflecting a 0.09% gain to date.

Vigilare Wealth Management SHY ($82.53) Holding Chart

Vigilare Wealth Management 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 %

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