A detailed history of Cascade Financial Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 40,530 shares of SHY stock, worth $3.36 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
40,530
Previous 15,724 157.76%
Holding current value
$3.36 Million
Previous $1.28 Billion 159.16%
% of portfolio
0.44%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$81.05 - $81.66 $2.01 Million - $2.03 Million
24,806 Added 157.76%
40,530 $3.31 Billion
Q1 2024

May 14, 2024

BUY
$81.49 - $82.34 $1.28 Million - $1.29 Million
15,724 New
15,724 $1.28 Billion

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC 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 Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.