Compass Planning Associates Inc Ishares Barclays 1 3 Year Trea Transaction History

Compass Planning Associates Inc

  • $109 Billion
  • Q3 2025

A detailed history of Compass Planning Associates Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Compass Planning Associates Inc holds 2,446 shares of SHY stock, worth $203,262. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,446
Previous 2,422 0.99%
Holding current value
$203,262
Previous $201 Million 1.08%
% of portfolio
0.19%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$82.38 - $83.0 $1,977 - $1,992
24 Added 0.99%
2,446 $203 Million
Q2 2025

Jul 21, 2025
BUY
$82.21 - $83.12 $1,561 - $1,579
19 Added 0.79%
2,422 $201 Million
Q1 2025

Apr 14, 2025
SELL
$81.83 - $82.73 $809,707 - $818,613
-9,895 Reduced 80.46%
2,403 $199 Million
Q4 2024

Feb 03, 2025
BUY
$81.68 - $82.93 $1 Million - $1.02 Million
12,298 New
12,298 $1.01 Billion

Others Institutions Holding SHY

# of Institutions
1,334
Shares Held
244M
Call Options Held
40.9K
Put Options Held
41.6K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
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More about SHY
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