Fonville Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Fonville Wealth Management LLC

  • $339 Billion
  • Q1 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Fonville Wealth Management LLC holds 4,126 shares of SHY stock, worth $340,353. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,126
Previous 3,809 8.32%
Holding current value
$340,353
Previous $312 Million 9.49%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$81.83 - $82.73 $25,940 - $26,225
317 Added 8.32%
4,126 $342 Million
Q4 2024

Jan 28, 2025
BUY
$81.68 - $82.93 $29,731 - $30,186
364 Added 10.57%
3,809 $312 Million
Q3 2024

Oct 28, 2024
BUY
$81.31 - $83.29 $280,112 - $286,934
3,445 New
3,445 $286 Million

Others Institutions Holding SHY

# of Institutions
1,320
Shares Held
234M
Call Options Held
32.3K
Put Options Held
9.6K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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