Formidable Asset Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Formidable Asset Management, LLC
- $654 Million
- Q3 2025
A detailed history of Formidable Asset Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Formidable Asset Management, LLC holds 4,145 shares of SHY stock, worth $343,537. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,145
Previous 3,445
20.32%
Holding current value
$343,537
Previous $285,000
20.35%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SHY
# of Institutions
1,342Shares Held
237MCall Options Held
191KPut Options Held
192K-
Morgan Stanley New York, NY30.8MShares$2.55 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$962 Million0.07% of portfolio
-
Captrust Financial Advisors Raleigh, NC10.7MShares$890 Million2.06% of portfolio
-
Jpmorgan Chase & CO New York, NY10.1MShares$841 Million0.06% of portfolio