Watchman Group, Inc. SHY Holdings History

Number of Shares
130,195.00
Current Holdings Value*
$10.77 Mil
% of Portfolio
3.02%
Total Estimate Gain
$322,291.60
% of Total Estimate Gain
0.94%

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

As of 2025-03-31, Watchman Group, Inc. held 130,195.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $10.77 Mil. This investment constitutes 3.02% of their stock portfolio, and Watchman Group, Inc. now holds 0.04% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2023Q3. And since then Watchman Group, Inc. has made 5 purchases of SHY, at an average price of $81.56, for a total of 419,567.00 shares. In addition, there have been 2 sales at an average price of $82.24 for 289,372.00 shares. Based on historical transaction data and SHY's current price of $82.53, Watchman Group, Inc.'s estimated gain on his SHY holdings is $322,291.60, reflecting a 0.94% gain to date.

Watchman Group, Inc. SHY ($82.53) Holding Chart

Watchman Group, Inc. 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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