Diversify Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Diversify Wealth Management, LLC

$1.73 Trillion
Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 9,113 shares of SHY stock, worth $754,829. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,113

Previous 19,792 53.96%

Holding current value

$754,829

Previous $1.64 Billion 53.93%

% of portfolio

0.04%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$82.38 - $83.0 $879,736 - $886,357	-10,679 Reduced 53.96%	9,113 $754 Million
Q2 2025 Aug 14, 2025	SELL	$82.21 - $83.12 $150,937 - $152,608	-1,836 Reduced 8.49%	19,792 $1.64 Billion
Q1 2025 Apr 30, 2025	BUY	$81.83 - $82.73 $825,828 - $834,911	10,092 Added 87.48%	21,628 $1.8 Billion
Q4 2024 Jan 16, 2025	BUY	$81.68 - $82.93 $248,552 - $252,355	3,043 Added 35.83%	11,536 $944 Million
Q3 2024 Oct 25, 2024	SELL	$81.31 - $83.29 $505,829 - $518,147	-6,221 Reduced 42.28%	8,493 $700 Million
Q2 2024 Aug 08, 2024	BUY	$81.05 - $81.66 $1.19 Million - $1.2 Million	14,714 New	14,714 $1.22 Billion

Others Institutions Holding SHY

# of Institutions

1,341

Shares Held

245M

Call Options Held

257K

Put Options Held

212K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Diversify Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History