Benedict Financial Advisors Inc Ishares Barclays 1 3 Year Trea Transaction History

Benedict Financial Advisors Inc

$410 Million
Q4 2024

A detailed history of Benedict Financial Advisors Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Benedict Financial Advisors Inc holds 13,135 shares of SHY stock, worth $1.08 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

13,135

Previous 17,538 25.11%

Holding current value

$1.08 Million

Previous $1.46 Million 26.2%

% of portfolio

0.26%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$81.68 - $82.93 $359,637 - $365,140	-4,403 Reduced 25.11%	13,135 $1.08 Million
Q3 2024 Oct 24, 2024	BUY	$81.31 - $83.29 $456,555 - $467,673	5,615 Added 47.09%	17,538 $1.46 Million
Q2 2024 Jul 30, 2024	BUY	$81.05 - $81.66 $92,721 - $93,419	1,144 Added 10.61%	11,923 $973,000
Q1 2024 Apr 25, 2024	BUY	$81.49 - $82.34 $140,244 - $141,707	1,721 Added 19.0%	10,779 $881,000
Q4 2023 Jan 29, 2024	BUY	$80.62 - $82.04 $96,744 - $98,448	1,200 Added 15.27%	9,058 $743,000
Q3 2023 Oct 18, 2023	SELL	$80.71 - $81.38 $130,265 - $131,347	-1,614 Reduced 17.04%	7,858 $636,000
Q2 2023 Aug 10, 2023	BUY	$81.05 - $82.41 $19,127 - $19,448	236 Added 2.56%	9,472 $767,000
Q1 2023 May 11, 2023	BUY	$80.51 - $82.52 $743,590 - $762,154	9,236 New	9,236 $758,000

Others Institutions Holding SHY

# of Institutions

1,233

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Benedict Financial Advisors Inc Ishares Barclays 1 3 Year Trea Transaction History