Aegis Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Aegis Wealth Management LLC

  • $167 Billion
  • Q2 2025

A detailed history of Aegis Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Aegis Wealth Management LLC holds 14,766 shares of SHY stock, worth $1.23 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
14,766
Previous 14,766 -0.0%
Holding current value
$1.23 Million
Previous $1.22 Billion -0.0%
% of portfolio
0.73%
Previous 0.72%

Shares

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

May 08, 2025
BUY
$81.83 - $82.73 $799,642 - $808,437
9,772 Added 195.67%
14,766 $1.22 Billion
Q4 2024

Mar 07, 2025
BUY
$81.68 - $82.93 $407,909 - $414,152
4,994 New
4,994 $409 Million

Others Institutions Holding SHY

# of Institutions
1,336
Shares Held
244M
Call Options Held
40.9K
Put Options Held
41.6K
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 Aegis Wealth Management LLC Portfolio

Follow Aegis 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 Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email