Worth Asset Management, LLC SHY Holdings History
Worth Asset Management, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Worth Asset Management, LLC held 71,129.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $5.88 Mil. This investment constitutes 3.21% of their stock portfolio, and Worth Asset Management, LLC now holds 0.03% 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 3 sales at an average price of $82.18 for 88,558.00 shares. Based on historical transaction data and SHY's current price of $82.86, Worth Asset Management, LLC's estimated gain on his SHY holdings is $-153,090.16, reflecting a -1.15% gain to date.
Worth Asset Management, LLC SHY ($82.86) Holding Chart
Worth Asset Management, LLC SHY ($82.86) 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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