Number of Shares
269,355.00
Current Holdings Value*
$22.32 Mil
% of Portfolio
4.13%
Total Estimate Gain
$2,693.55
% of Total Estimate Gain
0.01%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 269,355.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $22.32 Mil. This investment constitutes 4.13% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 0.09% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2025Q2. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 1 purchases of SHY, at an average price of $82.56, for a total of 269,355.00 shares. Based on historical transaction data and SHY's current price of $82.57, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his SHY holdings is $2,693.55, reflecting a 0.01% gain to date.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. SHY ($82.57) Holding Chart

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. SHY ($82.57) 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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