A detailed history of Napa Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Napa Wealth Management holds 10,107 shares of SHY stock, worth $828,976. This represents 0.4% of its overall portfolio holdings.

Number of Shares
10,107
Previous 14,762 31.53%
Holding current value
$828,976
Previous $1.21 Billion 30.28%
% of portfolio
0.4%
Previous 0.81%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$81.31 - $83.29 $378,498 - $387,714
-4,655 Reduced 31.53%
10,107 $840 Million
Q2 2024

Aug 14, 2024

SELL
$81.05 - $81.66 $570,916 - $575,213
-7,044 Reduced 32.3%
14,762 $1.21 Billion
Q1 2024

Aug 14, 2024

SELL
$81.49 - $82.34 $3.31 Million - $3.34 Million
-40,615 Reduced 65.07%
21,806 $1.78 Billion
Q4 2023

Feb 22, 2024

BUY
$80.62 - $82.04 $5.03 Million - $5.12 Million
62,421 New
62,421 $5.12 Billion

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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