Discipline Wealth Solutions, LLC Ishares Barclays 1 3 Year Trea Transaction History

Discipline Wealth Solutions, LLC

  • $198 Million
  • Q1 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 6,559 shares of SHY stock, worth $544,462. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,559
Previous 6,864 4.44%
Holding current value
$544,462
Previous $562,000 3.56%
% of portfolio
0.27%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$81.83 - $82.73 $24,958 - $25,232
-305 Reduced 4.44%
6,559 $542,000
Q4 2024

Feb 26, 2025
SELL
$81.68 - $82.93 $363,067 - $368,623
-4,445 Reduced 39.3%
6,864 $562,000
Q3 2024

Nov 19, 2024
BUY
$81.31 - $83.29 $919,534 - $941,926
11,309 New
11,309 $940,000

Others Institutions Holding SHY

# of Institutions
1,301
Shares Held
240M
Call Options Held
359K
Put Options Held
44.4K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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