Forte Asset Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Forte Asset Management LLC

  • $194 Million
  • Q1 2025

A detailed history of Forte Asset Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Forte Asset Management LLC holds 5,100 shares of SHY stock, worth $420,545. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,100
Previous 5,100 -0.0%
Holding current value
$420,545
Previous $418,000 0.72%
% of portfolio
0.22%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$81.05 - $81.66 $89,155 - $89,826
1,100 Added 27.5%
5,100 $416,000
Q1 2024

May 03, 2024
BUY
$81.49 - $82.34 $325,960 - $329,360
4,000 New
4,000 $327,000
Q2 2022

Jul 22, 2022
BUY
$81.97 - $83.48 $1.36 Million - $1.39 Million
16,630 New
16,630 $1.38 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
Track This Portfolio

Track Forte Asset Management LLC Portfolio

Follow Forte Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Forte Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email