A detailed history of Finer Wealth Management, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 6,152 shares of SHY stock, worth $505,140. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,152
Holding current value
$505,140
% of portfolio
0.32%

Shares

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

Nov 13, 2024

BUY
$81.31 - $83.29 $500,219 - $512,400
6,152 New
6,152 $511,000
Q4 2023

Feb 13, 2024

SELL
$80.62 - $82.04 $49,742 - $50,618
-617 Reduced 16.32%
3,164 $259,000
Q3 2023

Nov 14, 2023

SELL
$80.71 - $81.38 $142,049 - $143,228
-1,760 Reduced 31.76%
3,781 $306,000
Q2 2023

Aug 14, 2023

SELL
$81.05 - $82.41 $109,093 - $110,923
-1,346 Reduced 19.54%
5,541 $449,000
Q1 2023

May 09, 2023

SELL
$80.51 - $82.52 $191,533 - $196,315
-2,379 Reduced 25.67%
6,887 $565,000
Q4 2022

Feb 13, 2023

SELL
$80.6 - $81.52 $898,045 - $908,295
-11,142 Reduced 54.6%
9,266 $752,000
Q3 2022

Nov 10, 2022

SELL
$81.04 - $83.06 $521,816 - $534,823
-6,439 Reduced 23.98%
20,408 $1.66 Million
Q2 2022

Aug 10, 2022

SELL
$81.97 - $83.48 $234,926 - $239,253
-2,866 Reduced 9.65%
26,847 $2.22 Million
Q1 2022

Jun 06, 2022

BUY
$83.25 - $85.49 $327,921 - $336,745
3,939 Added 15.28%
29,713 $2.48 Million
Q4 2021

Jun 01, 2022

BUY
$85.5 - $86.18 $2.2 Million - $2.22 Million
25,774 New
25,774 $2.21 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


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