Worth Asset Management, LLC SHY Holdings History
Worth Asset Management, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Worth Asset Management, LLC held - shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Worth Asset Management, LLC now holds 0% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2022Q1. And since then Worth Asset Management, LLC has made 2 purchases of SHY, at an average price of $83.44, for a total of 159,687.00 shares. In addition, there have been 4 sales at an average price of $82.35 for 159,687.00 shares. Based on historical transaction data and SHY's current price of $82.64, Worth Asset Management, LLC's estimated gain on his SHY holdings is $-174,428.86, reflecting a -1.31% gain to date.
Worth Asset Management, LLC SHY ($82.64) Holding Chart
Worth Asset Management, 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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