WesMark Tactical Opportunity Fund SHY Holdings History
WesMark Tactical Opportunity Fund's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, WESMARK FUNDS held 12,500.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $1.03 Mil. This investment constitutes 2.26% of their stock portfolio, and WESMARK FUNDS now holds 0% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2020Q1. And since then WesMark Tactical Opportunity Fund has made 4 purchases of SHY, at an average price of $82.37, for a total of 92,443.00 shares. In addition, there have been 3 sales at an average price of $82.03 for 79,943.00 shares. Based on historical transaction data and SHY's current price of $82.51, WesMark Tactical Opportunity Fund's estimated gain on his SHY holdings is $-25,574.21, reflecting a -0.34% gain to date.
WesMark Tactical Opportunity Fund SHY ($82.51) Holding Chart
WesMark Tactical Opportunity Fund SHY ($82.51) 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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