Beacon Wealthcare LLC Ishares Barclays 1 3 Year Trea Transaction History

Beacon Wealthcare LLC

$229 Million
Q2 2024

A detailed history of Beacon Wealthcare LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Beacon Wealthcare LLC holds 78,260 shares of SHY stock, worth $6.49 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

78,260

Previous 63,354 23.53%

Holding current value

$6.49 Million

Previous $5.18 Million 23.32%

% of portfolio

2.79%

Previous 2.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 03, 2024	BUY	$81.05 - $81.66 $1.21 Million - $1.22 Million	14,906 Added 23.53%	78,260 $6.39 Million
Q1 2024 Apr 12, 2024	BUY	$81.49 - $82.34 $927,926 - $937,605	11,387 Added 21.91%	63,354 $5.18 Million
Q4 2023 Jan 05, 2024	BUY	$80.62 - $82.04 $2.48 Million - $2.53 Million	30,800 Added 145.51%	51,967 $4.26 Million
Q3 2023 Oct 10, 2023	BUY	$80.71 - $81.38 $140,758 - $141,926	1,744 Added 8.98%	21,167 $1.71 Million
Q2 2023 Jul 11, 2023	BUY	$81.05 - $82.41 $92,315 - $93,864	1,139 Added 6.23%	19,423 $1.57 Million
Q1 2023 Apr 06, 2023	SELL	$80.51 - $82.52 $454,398 - $465,742	-5,644 Reduced 23.59%	18,284 $1.5 Million
Q4 2022 Feb 10, 2023	BUY	$80.6 - $81.52 $1.93 Million - $1.95 Million	23,928 New	23,928 $1.94 Million

Others Institutions Holding SHY

# of Institutions

1,186

Shares Held

224M

Call Options Held

311K

Put Options Held

40.1K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Industry ETFs

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Beacon Wealthcare LLC Ishares Barclays 1 3 Year Trea Transaction History