Beaumont Financial Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Beaumont Financial Partners, LLC

$1.04 Billion
Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 7,201 shares of SHY stock, worth $595,306. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,201

Previous 9,852 26.91%

Holding current value

$595,306

Previous $816,000 28.31%

% of portfolio

0.06%

Previous 0.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$81.04 - $83.06 $214,837 - $220,192	-2,651 Reduced 26.91%	7,201 $585,000
Q2 2022 Aug 04, 2022	BUY	$81.97 - $83.48 $209,351 - $213,207	2,554 Added 35.0%	9,852 $816,000
Q1 2022 May 09, 2022	SELL	$83.25 - $85.49 $64,685 - $66,425	-777 Reduced 9.62%	7,298 $608,000
Q4 2021 Feb 07, 2022	SELL	$85.5 - $86.18 $9,661 - $9,738	-113 Reduced 1.38%	8,075 $691,000
Q3 2021 Nov 12, 2021	BUY	$86.09 - $86.31 $128,274 - $128,601	1,490 Added 22.25%	8,188 $705,000
Q2 2021 Aug 04, 2021	SELL	$86.11 - $86.32 $735,637 - $737,431	-8,543 Reduced 56.05%	6,698 $577,000
Q1 2021 May 04, 2021	SELL	$86.21 - $86.4 $388,376 - $389,232	-4,505 Reduced 22.81%	15,241 $1.32 Million
Q4 2020 Feb 08, 2021	SELL	$86.32 - $86.46 $5.24 Million - $5.25 Million	-60,732 Reduced 75.46%	19,746 $1.71 Million
Q3 2020 Nov 02, 2020	BUY	$86.46 - $86.63 $3.57 Million - $3.58 Million	41,296 Added 105.4%	80,478 $6.96 Million
Q2 2020 Aug 05, 2020	SELL	$86.48 - $86.8 $36.1 Million - $36.3 Million	-417,860 Reduced 91.43%	39,182 $3.39 Million
Q1 2020 May 08, 2020	BUY	$84.67 - $86.69 $38.4 Million - $39.3 Million	453,501 Added 12807.14%	457,042 $39.6 Million
Q4 2019 Feb 06, 2020	SELL	$84.51 - $85.05 $12,338 - $12,417	-146 Reduced 3.96%	3,541 $300,000
Q2 2019 Aug 06, 2019	SELL	$83.84 - $84.81 $1.03 Million - $1.04 Million	-12,255 Reduced 76.87%	3,687 $313,000
Q1 2019 May 06, 2019	SELL	$83.51 - $84.18 $2.79 Million - $2.82 Million	-33,464 Reduced 67.73%	15,942 $1.34 Million
Q4 2018 Feb 07, 2019	BUY	$82.85 - $83.62 $3.84 Million - $3.87 Million	46,334 Added 1508.27%	49,406 $4.13 Million
Q3 2018 Nov 02, 2018	SELL	$83.02 - $83.34 $600,317 - $602,631	-7,231 Reduced 70.18%	3,072 $255,000
Q2 2018 Aug 06, 2018	BUY	$83.11 - $83.6 $595,150 - $598,659	7,161 Added 227.91%	10,303 $859,000
Q1 2018 May 11, 2018	BUY	$83.38 - $83.82 $261,979 - $263,362	3,142 New	3,142 $263,000

Others Institutions Holding SHY

# of Institutions

1,298

Shares Held

240M

Call Options Held

359K

Put Options Held

44.4K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Beaumont Financial Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History