Caldwell Trust CO Ishares Barclays 1 3 Year Trea Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Caldwell Trust CO holds 1,249 shares of SHY stock, worth $103,454. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,249
Previous 1,249 -0.0%
Holding current value
$103,454
Previous $103 Million 0.12%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025
BUY
$82.21 - $83.12 $102,680 - $103,816
1,249 New
1,249 $103 Million
Q4 2024

Sep 24, 2025
SELL
$81.68 - $82.93 $11,516 - $11,693
-141 Reduced 8.34%
1,549 $127 Million
Q1 2024

Sep 24, 2025
BUY
$81.49 - $82.34 $35,937 - $36,311
441 Added 35.31%
1,690 $138 Million
Q4 2023

Oct 01, 2025
BUY
$80.62 - $82.04 $80,620 - $82,040
1,000 Added 144.93%
1,690 $139 Million
Q1 2023

Oct 01, 2025
SELL
$80.51 - $82.52 $45,005 - $46,128
-559 Reduced 44.76%
690 $56.7 Million
Q4 2022

Oct 01, 2025
SELL
$80.6 - $81.52 $12,331 - $12,472
-153 Reduced 18.15%
690 $56 Million
Q3 2022

Oct 01, 2025
SELL
$81.04 - $83.06 $32,902 - $33,722
-406 Reduced 32.51%
843 $68.5 Million
Q2 2022

Oct 01, 2025
SELL
$81.97 - $83.48 $25,000 - $25,461
-305 Reduced 26.57%
843 $69.8 Million
Q1 2022

Oct 01, 2025
SELL
$83.25 - $85.49 $8,408 - $8,634
-101 Reduced 8.09%
1,148 $95.7 Million
Q1 2021

Oct 02, 2025
SELL
$86.21 - $86.4 $29,483 - $29,548
-342 Reduced 27.38%
907 $78.2 Million
Q4 2020

Oct 02, 2025
SELL
$86.32 - $86.46 $29,521 - $29,569
-342 Reduced 27.38%
907 $78.3 Million
Q1 2020

Oct 02, 2025
SELL
$84.67 - $86.69 $28,957 - $29,647
-342 Reduced 27.38%
907 $78.6 Million
Q4 2019

Oct 06, 2025
SELL
$84.51 - $85.05 $28,902 - $29,087
-342 Reduced 27.38%
907 $76.8 Million

Others Institutions Holding SHY

# of Institutions
1,341
Shares Held
237M
Call Options Held
244K
Put Options Held
210K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Caldwell Trust CO Portfolio

Follow Caldwell Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email