Cabot Wealth Management Inc Ishares Barclays 1 3 Year Trea Transaction History

Cabot Wealth Management Inc

$897 Million
Q3 2025

A detailed history of Cabot Wealth Management Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Cabot Wealth Management Inc holds 178,420 shares of SHY stock, worth $14.8 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

178,420

Previous 105,453 69.19%

Holding current value

$14.8 Million

Previous $8.74 Million 69.41%

% of portfolio

1.65%

Previous 1.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$82.38 - $83.0 $6.01 Million - $6.06 Million	72,967 Added 69.19%	178,420 $14.8 Million
Q2 2025 Jul 31, 2025	BUY	$82.21 - $83.12 $974,435 - $985,221	11,853 Added 12.66%	105,453 $8.74 Million
Q1 2025 Apr 21, 2025	BUY	$81.83 - $82.73 $2.76 Million - $2.79 Million	33,677 Added 56.2%	93,600 $7.74 Million
Q4 2024 Feb 03, 2025	BUY	$81.68 - $82.93 $13,150 - $13,351	161 Added 0.27%	59,923 $4.91 Million
Q3 2024 Oct 15, 2024	BUY	$81.31 - $83.29 $1.47 Million - $1.51 Million	18,115 Added 43.5%	59,762 $4.97 Million
Q2 2024 Jul 12, 2024	SELL	$81.05 - $81.66 $591,097 - $595,546	-7,293 Reduced 14.9%	41,647 $3.4 Million
Q1 2024 May 02, 2024	SELL	$81.49 - $82.34 $8,148 - $8,234	-100 Reduced 0.2%	48,940 $4 Million
Q4 2023 Feb 12, 2024	SELL	$80.62 - $82.04 $6.72 Million - $6.84 Million	-83,322 Reduced 62.95%	49,040 $4.02 Million
Q3 2023 Oct 26, 2023	BUY	$80.71 - $81.38 $68,199 - $68,766	845 Added 0.64%	132,362 $10.7 Million
Q2 2023 Jul 13, 2023	BUY	$81.05 - $82.41 $1.18 Million - $1.2 Million	14,513 Added 12.4%	131,517 $10.7 Million
Q1 2023 Apr 20, 2023	BUY	$80.51 - $82.52 $9.42 Million - $9.66 Million	117,004 New	117,004 $9.61 Million

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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Cabot Wealth Management Inc Ishares Barclays 1 3 Year Trea Transaction History