A detailed history of Copia Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Copia Wealth Management holds 2,644 shares of SHY stock, worth $218,103. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,644
Previous 2,297 15.11%
Holding current value
$218,103
Previous $188 Million 16.16%
% of portfolio
0.2%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025

BUY
$81.83 - $82.73 $28,395 - $28,707
347 Added 15.11%
2,644 $219 Million
Q4 2024

Mar 06, 2025

BUY
$81.68 - $82.93 $187,618 - $190,490
2,297 New
2,297 $188 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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