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

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 2024

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 6,864 shares of SHY stock, worth $567,446. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,864
Previous 11,309 39.3%
Holding current value
$567,446
Previous $940,000 40.21%
% of portfolio
0.27%
Previous 0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,293
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
Track This Portfolio

Track Discipline Wealth Solutions, LLC Portfolio

Follow Discipline Wealth Solutions, 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 Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email