Number of Shares
844,664.00
Current Holdings Value*
$70.63 Mil
% of Portfolio
28.73%
Total Estimate Gain
$-624,722.20
% of Total Estimate Gain
-0.58%

Visionary Asset Management, Inc.'s iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2018-12-31, Visionary Asset Management, Inc. held 844,664.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $70.63 Mil. This investment constitutes 28.73% of their stock portfolio, and Visionary Asset Management, Inc. now holds 0.32% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2013Q4. And since then Visionary Asset Management, Inc. has made 8 purchases of SHY, at an average price of $83.68, for a total of 1.29 Mil shares. In addition, there have been 4 sales at an average price of $84.50 for 448,382.00 shares. Based on historical transaction data and SHY's current price of $82.50, Visionary Asset Management, Inc.'s estimated gain on his SHY holdings is $-624,722.20, reflecting a -0.58% gain to date.

Visionary Asset Management, Inc. SHY ($82.50) Holding Chart

Visionary Asset Management, Inc. 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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