Number of Shares
42,360.00
Current Holdings Value*
$3.50 Mil
% of Portfolio
0.86%
Total Estimate Gain
$14,337.30
% of Total Estimate Gain
0.41%

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

As of 2025-03-31, WESCAP Management Group, Inc. held 42,360.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $3.50 Mil. This investment constitutes 0.86% of their stock portfolio, and WESCAP Management Group, Inc. now holds 0.01% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2024Q1. And since then WESCAP Management Group, Inc. has made 5 purchases of SHY, at an average price of $82.11, for a total of 42,360.00 shares. Based on historical transaction data and SHY's current price of $82.45, WESCAP Management Group, Inc.'s estimated gain on his SHY holdings is $14,337.30, reflecting a 0.41% gain to date.

WESCAP Management Group, Inc. SHY ($82.45) Holding Chart

WESCAP Management Group, Inc. SHY ($82.45) 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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