Fiduciary Group LLC Ishares Barclays 1 3 Year Trea Transaction History

Fiduciary Group LLC

$1.04 Billion
Q2 2025

A detailed history of Fiduciary Group LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Fiduciary Group LLC holds 362,380 shares of SHY stock, worth $30.1 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares

362,380

Previous 376,789 3.82%

Holding current value

$30.1 Million

Previous $31.2 Million 3.67%

% of portfolio

2.9%

Previous 3.2%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$82.21 - $83.12 $1.18 Million - $1.2 Million	-14,409 Reduced 3.82%	362,380 $30 Million
Q1 2025 Apr 28, 2025	SELL	$81.83 - $82.73 $1.76 Million - $1.78 Million	-21,492 Reduced 5.4%	376,789 $31.2 Million
Q4 2024 Feb 11, 2025	SELL	$81.68 - $82.93 $2.94 Million - $2.98 Million	-35,988 Reduced 8.29%	398,281 $32.7 Million
Q3 2024 Nov 13, 2024	SELL	$81.31 - $83.29 $4.27 Million - $4.37 Million	-52,492 Reduced 10.78%	434,269 $36.1 Million
Q2 2024 Aug 08, 2024	SELL	$81.05 - $81.66 $3.83 Million - $3.86 Million	-47,236 Reduced 8.85%	486,761 $39.7 Million
Q1 2024 May 13, 2024	BUY	$81.49 - $82.34 $990,510 - $1 Million	12,155 Added 2.33%	533,997 $43.7 Million
Q4 2023 Feb 05, 2024	BUY	$80.62 - $82.04 $789,431 - $803,335	9,792 Added 1.91%	521,842 $42.8 Million
Q3 2023 Nov 13, 2023	SELL	$80.71 - $81.38 $332,525 - $335,285	-4,120 Reduced 0.8%	512,050 $41.5 Million
Q2 2023 Jul 27, 2023	BUY	$81.05 - $82.41 $401,116 - $407,847	4,949 Added 0.97%	516,170 $41.9 Million
Q1 2023 May 15, 2023	BUY	$80.51 - $82.52 $414,304 - $424,647	5,146 Added 1.01%	516,367 $42.4 Million
Q1 2023 May 15, 2023	SELL	$80.51 - $82.52 $3.11 Million - $3.19 Million	-38,652 Reduced 7.03%	511,221 $42 Million
Q4 2022 Feb 07, 2023	BUY	$80.6 - $81.52 $12.4 Million - $12.6 Million	154,011 Added 38.91%	549,873 $44.6 Million
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $5.45 Million - $5.59 Million	67,248 Added 20.46%	395,862 $32.2 Million
Q2 2022 Aug 12, 2022	BUY	$81.97 - $83.48 $9.28 Million - $9.46 Million	113,263 Added 52.59%	328,614 $27.2 Million
Q1 2022 May 13, 2022	BUY	$83.25 - $85.49 $17.9 Million - $18.4 Million	215,351 New	215,351 $17.9 Million

Others Institutions Holding SHY

# of Institutions

1,344

Shares Held

287M

Call Options Held

40.9K

Put Options Held

41.6K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Group LLC with notifications on news.

Account

Fiduciary Group LLC Ishares Barclays 1 3 Year Trea Transaction History