A detailed history of Bright Futures Wealth Management, Llc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 32,677 shares of SHY stock, worth $2.68 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
32,677
Previous 31,829 2.66%
Holding current value
$2.68 Million
Previous $2.6 Million 4.58%
% of portfolio
1.37%
Previous 1.26%

Shares

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

Oct 31, 2024

BUY
$81.31 - $83.29 $68,950 - $70,629
848 Added 2.66%
32,677 $2.72 Million
Q2 2024

Aug 07, 2024

BUY
$81.05 - $81.66 $118,333 - $119,223
1,460 Added 4.81%
31,829 $2.6 Million
Q1 2024

Jun 28, 2024

BUY
$81.49 - $82.34 $2.47 Million - $2.5 Million
30,369 New
30,369 $2.48 Billion

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.