A detailed history of Compass Planning Associates Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Compass Planning Associates Inc holds 12,298 shares of SHY stock, worth $1.01 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
12,298
Holding current value
$1.01 Million
% of portfolio
1.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025

BUY
$81.68 - $82.93 $1 Million - $1.02 Million
12,298 New
12,298 $1.01 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 Compass Planning Associates Inc Portfolio

Follow Compass Planning Associates Inc 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 Compass Planning Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Planning Associates Inc with notifications on news.