A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 5,329 shares of SHY stock, worth $435,805. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,329
Previous 4,624 15.25%
Holding current value
$435,805
Previous $379,000 13.98%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

BUY
$81.05 - $82.41 $57,140 - $58,099
705 Added 15.25%
5,329 $432,000
Q1 2023

Apr 28, 2023

SELL
$80.51 - $82.52 $2,173 - $2,228
-27 Reduced 0.58%
4,624 $379,000
Q4 2022

Jan 25, 2023

BUY
$80.6 - $81.52 $374,870 - $379,149
4,651 New
4,651 $378,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, 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 Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.