Mbl Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History
Mbl Wealth, LLC
- $830 Million
- Q1 2024
A detailed history of Mbl Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Mbl Wealth, LLC holds 220,210 shares of SHY stock, worth $18 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
220,210
Previous 206,187
6.8%
Holding current value
$18 Million
Previous $16.9 Million
6.46%
% of portfolio
2.17%
Previous 2.23%
Shares
12 transactions
Others Institutions Holding SHY
# of Institutions
1,184Shares Held
231MCall Options Held
581KPut Options Held
102K-
Morgan Stanley New York, NY30.7MShares$2.51 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$1.99 Billion0.05% of portfolio
-
Bank Of America Corp Charlotte, NC12.6MShares$1.03 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY8.87MShares$724 Million0.07% of portfolio
-
Assetmark, Inc7.32MShares$598 Million1.96% of portfolio