Arbor Trust Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Arbor Trust Wealth Advisors, LLC

  • $186 Million
  • Q1 2024

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 3,791 shares of SHY stock, worth $311,354. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,791
Previous 3,586 5.72%
Holding current value
$311,354
Previous $294,000 5.44%
% of portfolio
0.17%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$81.49 - $82.34 $16,705 - $16,879
205 Added 5.72%
3,791 $310,000
Q4 2023

Jan 30, 2024
BUY
$80.62 - $82.04 $49,984 - $50,864
620 Added 20.9%
3,586 $294,000
Q1 2021

May 10, 2021
SELL
$86.21 - $86.4 $3,275 - $3,283
-38 Reduced 1.26%
2,966 $256,000
Q4 2020

Feb 10, 2021
BUY
$86.32 - $86.46 $3,280 - $3,285
38 Added 1.28%
3,004 $259,000
Q1 2020

Apr 30, 2020
BUY
$84.67 - $86.69 $251,131 - $257,122
2,966 New
2,966 $257,000

Others Institutions Holding SHY

# of Institutions
1,184
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
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 Arbor Trust Wealth Advisors, LLC Portfolio

Follow Arbor Trust Wealth Advisors, 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 Arbor Trust Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arbor Trust Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email