A detailed history of Edge Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Edge Wealth Management LLC holds 355,929 shares of SHY stock, worth $29.2 Million. This represents 5.96% of its overall portfolio holdings.

Number of Shares
355,929
Previous 357,913 0.55%
Holding current value
$29.2 Million
Previous $29.2 Million 1.27%
% of portfolio
5.96%
Previous 6.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$81.31 - $83.29 $161,319 - $165,247
-1,984 Reduced 0.55%
355,929 $29.6 Million
Q2 2024

Jul 12, 2024

SELL
$81.05 - $81.66 $857,265 - $863,717
-10,577 Reduced 2.87%
357,913 $29.2 Million
Q1 2024

Apr 15, 2024

SELL
$81.49 - $82.34 $1.42 Million - $1.43 Million
-17,401 Reduced 4.51%
368,490 $30.1 Million
Q4 2023

Jan 11, 2024

SELL
$80.62 - $82.04 $2.08 Million - $2.11 Million
-25,776 Reduced 6.26%
385,891 $31.7 Million
Q3 2023

Oct 13, 2023

SELL
$80.71 - $81.38 $4.26 Million - $4.3 Million
-52,827 Reduced 11.37%
411,667 $33.3 Million
Q2 2023

Jul 13, 2023

SELL
$81.05 - $82.41 $11.2 Million - $11.4 Million
-137,922 Reduced 22.89%
464,494 $37.7 Million
Q1 2023

Apr 17, 2023

BUY
$80.51 - $82.52 $14.1 Million - $14.4 Million
174,647 Added 40.83%
602,416 $49.5 Million
Q4 2022

Jan 25, 2023

SELL
$80.6 - $81.52 $1.98 Million - $2 Million
-24,585 Reduced 5.43%
427,769 $0
Q3 2022

Oct 18, 2022

BUY
$81.04 - $83.06 $3.42 Million - $3.5 Million
42,196 Added 10.29%
452,354 $36.8 Million
Q2 2022

Jul 22, 2022

BUY
$81.97 - $83.48 $33.6 Million - $34.2 Million
410,158 New
410,158 $34 Million
Q1 2021

Apr 09, 2021

SELL
$86.21 - $86.4 $129,314 - $129,600
-1,500 Closed
0 $0
Q4 2020

Jan 19, 2021

BUY
$86.32 - $86.46 $129,479 - $129,689
1,500 New
1,500 $130,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


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