A detailed history of Dock Street Asset Management Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Dock Street Asset Management Inc holds 110,446 shares of SHY stock, worth $9.02 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
110,446
Previous 102,368 7.89%
Holding current value
$9.02 Million
Previous $8.4 Million 7.55%
% of portfolio
1.39%
Previous 1.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 23, 2024

BUY
$81.49 - $82.34 $658,276 - $665,142
8,078 Added 7.89%
110,446 $9.03 Million
Q4 2023

Jan 31, 2024

BUY
$80.62 - $82.04 $49,016 - $49,880
608 Added 0.6%
102,368 $8.4 Million
Q3 2023

Oct 30, 2023

BUY
$80.71 - $81.38 $342,452 - $345,295
4,243 Added 4.35%
101,760 $8.24 Million
Q2 2023

Jul 25, 2023

BUY
$81.05 - $82.41 $932,885 - $948,539
11,510 Added 13.38%
97,517 $7.91 Million
Q1 2023

Apr 26, 2023

BUY
$80.51 - $82.52 $438,296 - $449,238
5,444 Added 6.76%
86,007 $7.07 Million
Q4 2022

Jan 24, 2023

BUY
$80.6 - $81.52 $258,322 - $261,271
3,205 Added 4.14%
80,563 $0
Q3 2022

Oct 25, 2022

BUY
$81.22 - $83.06 $3.41 Million - $3.49 Million
42,031 Added 118.98%
77,358 $6.28 Million
Q2 2022

Jul 12, 2022

BUY
$81.97 - $83.48 $2.9 Million - $2.95 Million
35,327 New
35,327 $2.93 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Dock Street Asset Management Inc Portfolio

Follow Dock Street Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dock Street Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Dock Street Asset Management Inc with notifications on news.