Wellspring Financial Advisors, LLC SHY Holdings History
Wellspring Financial Advisors, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 367,450.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $30.40 Mil. This investment constitutes 3.38% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 0.12% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2022Q4. And since then Wellspring Financial Advisors, LLC has made 10 purchases of SHY, at an average price of $81.95, for a total of 367,450.00 shares. Based on historical transaction data and SHY's current price of $82.64, Wellspring Financial Advisors, LLC's estimated gain on his SHY holdings is $254,203.42, reflecting a 0.84% gain to date.
Wellspring Financial Advisors, LLC SHY ($82.64) Holding Chart
Wellspring Financial Advisors, LLC SHY ($82.64) 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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