Braun Bostich & Associates Inc. Ishares Barclays 1 3 Year Trea Transaction History

Braun Bostich & Associates Inc.

$138 Million
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 09, 2020	SELL	$86.46 - $86.63 $14,265 - $14,293	-165 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$84.51 - $85.05 $13,944 - $14,033	165 New	165 $14,000
Q3 2019 Nov 14, 2019	SELL	$84.4 - $85.1 $13,926 - $14,041	-165 Closed	0 $0
Q2 2019 Aug 14, 2019	SELL	$83.84 - $84.81 $33,116 - $33,499	-395 Reduced 70.54%	165 $14,000
Q4 2018 Feb 08, 2019	SELL	$82.85 - $83.62 $74,813 - $75,508	-903 Reduced 61.72%	560 $47,000
Q3 2018 Nov 14, 2018	SELL	$83.02 - $83.34 $600,483 - $602,798	-7,233 Reduced 83.18%	1,463 $122,000
Q2 2018 Aug 10, 2018	SELL	$83.11 - $83.6 $1.03 Million - $1.03 Million	-12,337 Reduced 58.66%	8,696 $725,000
Q1 2018 May 16, 2018	SELL	$83.38 - $83.82 $969,042 - $974,156	-11,622 Reduced 35.59%	21,033 $0
Q4 2017 May 21, 2018	BUY	$83.78 - $84.55 $2.74 Million - $2.76 Million	32,655	32,655 $2.74 Million

Others Institutions Holding SHY

# of Institutions

1,333

Shares Held

290M

Call Options Held

35.9K

Put Options Held

18.1K

Kingstone Capital Partners Texas, LLC Frisco, TX

45.6M
Shares

$3.77 Billion
0.6% of portfolio
Morgan Stanley New York, NY

33.6M
Shares

$2.78 Billion
0.2% of portfolio
Black Rock Inc. New York, NY

22.2M
Shares

$1.83 Billion
0.04% of portfolio
Bank Of America Corp Charlotte, NC

11.6M
Shares

$959 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

11.4M
Shares

$944 Million
0.07% of portfolio

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