D L Carlson Investment Group Inc Ishares Barclays 1 3 Year Trea Transaction History

D L Carlson Investment Group Inc

$528 Million
Q2 2025

A detailed history of D L Carlson Investment Group Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 26,526 shares of SHY stock, worth $2.2 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

26,526

Previous 24,134 9.91%

Holding current value

$2.2 Million

Previous $2 Million 10.07%

% of portfolio

0.42%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$82.21 - $83.12 $196,646 - $198,823	2,392 Added 9.91%	26,526 $2.2 Million
Q1 2025 May 14, 2025	SELL	$81.83 - $82.73 $103,105 - $104,239	-1,260 Reduced 4.96%	24,134 $2 Million
Q4 2024 Feb 12, 2025	BUY	$81.68 - $82.93 $8,494 - $8,624	104 Added 0.41%	25,394 $2.08 Million
Q3 2024 Nov 13, 2024	BUY	$81.31 - $83.29 $29,027 - $29,734	357 Added 1.43%	25,290 $2.1 Million
Q2 2024 Aug 14, 2024	BUY	$81.05 - $81.66 $172,069 - $173,364	2,123 Added 9.31%	24,933 $2.04 Million
Q1 2024 May 14, 2024	BUY	$81.49 - $82.34 $617,286 - $623,725	7,575 Added 49.72%	22,810 $1.87 Million
Q4 2023 Feb 16, 2024	BUY	$80.62 - $82.04 $1.23 Million - $1.25 Million	15,235 New	15,235 $1.25 Million

Others Institutions Holding SHY

# of Institutions

1,332

Shares Held

238M

Call Options Held

40.9K

Put Options Held

41.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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D L Carlson Investment Group Inc Ishares Barclays 1 3 Year Trea Transaction History