Cbm Financial, LLC Ishares Barclays 1 3 Year Trea Transaction History

Cbm Financial, LLC

$123 Billion
Q1 2025

A detailed history of Cbm Financial, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Cbm Financial, LLC holds 47,815 shares of SHY stock, worth $3.94 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

47,815

Holding current value

$3.94 Million

% of portfolio

3.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 20, 2025	BUY	$81.83 - $82.73 $3.91 Million - $3.96 Million	47,815 New	47,815 $3.94 Billion

Others Institutions Holding SHY

# of Institutions

1,320

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

Morgan Stanley New York, NY

33.6M
Shares

$2.77 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

11.9M
Shares

$985 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

11.4M
Shares

$942 Million
0.07% of portfolio
Captrust Financial Advisors Raleigh, NC

10.2M
Shares

$845 Million
2.18% of portfolio

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Cbm Financial, LLC Ishares Barclays 1 3 Year Trea Transaction History