Avaii Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Avaii Wealth Management, LLC

$229 Million
Q3 2025

A detailed history of Avaii Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 3,685 shares of SHY stock, worth $305,228. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,685

Previous 3,977 7.34%

Holding current value

$305,228

Previous $329,000 7.29%

% of portfolio

0.13%

Previous 0.17%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$82.38 - $83.0 $24,054 - $24,236	-292 Reduced 7.34%	3,685 $305,000
Q2 2025 Jul 15, 2025	SELL	$82.21 - $83.12 $76,537 - $77,384	-931 Reduced 18.97%	3,977 $329,000
Q1 2025 Apr 16, 2025	SELL	$81.83 - $82.73 $24,794 - $25,067	-303 Reduced 5.81%	4,908 $406,000
Q4 2024 Jan 21, 2025	BUY	$81.68 - $82.93 $16,499 - $16,751	202 Added 4.03%	5,211 $427,000
Q3 2024 Oct 16, 2024	SELL	$81.31 - $83.29 $74,642 - $76,460	-918 Reduced 15.49%	5,009 $416,000

Q2 2024 Jul 31, 2024	SELL	$81.05 - $81.66 $117,765 - $118,651	-1,453 Reduced 19.69%	5,927 $483,000
Q1 2024 Apr 29, 2024	SELL	$81.49 - $82.34 $335,331 - $338,829	-4,115 Reduced 35.8%	7,380 $603,000
Q4 2023 Feb 05, 2024	SELL	$80.62 - $82.04 $186,070 - $189,348	-2,308 Reduced 16.72%	11,495 $943,000
Q3 2023 Oct 24, 2023	SELL	$80.71 - $81.38 $50,363 - $50,781	-624 Reduced 4.33%	13,803 $1.12 Million
Q2 2023 Jul 31, 2023	SELL	$81.05 - $82.41 $421,216 - $428,284	-5,197 Reduced 26.48%	14,427 $1.17 Million
Q1 2023 Apr 10, 2023	BUY	$80.51 - $82.52 $428,152 - $438,841	5,318 Added 37.17%	19,624 $1.61 Million
Q4 2022 Jan 25, 2023	BUY	$80.6 - $81.52 $1.15 Million - $1.17 Million	14,306 New	14,306 $0

Others Institutions Holding SHY

# of Institutions

1,341

Shares Held

245M

Call Options Held

257K

Put Options Held

212K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Avaii Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History