Hb Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Hb Wealth Management, LLC holds 15,715 shares of SHY stock, worth $1.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,715

Previous 18,420 14.69%

Holding current value

$1.3 Million

Previous $1.52 Million 14.51%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$82.21 - $83.12 $222,378 - $224,839	-2,705 Reduced 14.69%	15,715 $1.3 Million
Q1 2025 May 07, 2025	BUY	$81.83 - $82.73 $1.17 Million - $1.18 Million	14,297 Added 346.76%	18,420 $1.52 Million
Q4 2024 Jan 15, 2025	BUY	$81.68 - $82.93 $50,886 - $51,665	623 Added 17.8%	4,123 $338,000
Q3 2024 Oct 15, 2024	SELL	$81.31 - $83.29 $96,352 - $98,698	-1,185 Reduced 25.29%	3,500 $291,000
Q2 2024 Jul 26, 2024	BUY	$81.05 - $81.66 $379,719 - $382,577	4,685 New	4,685 $382,000
Q4 2022 Jan 20, 2023	SELL	$80.6 - $81.52 $17,167 - $17,363	-213 Reduced 6.78%	2,928 $0
Q3 2022 Oct 19, 2022	BUY	$81.04 - $83.06 $5,915 - $6,063	73 Added 2.38%	3,141 $255,000
Q2 2022 Jul 15, 2022	SELL	$81.97 - $83.48 $6,639 - $6,761	-81 Reduced 2.57%	3,068 $254,000
Q1 2022 May 16, 2022	SELL	$83.25 - $85.49 $139,443 - $143,195	-1,675 Reduced 34.72%	3,149 $262,000
Q4 2021 Feb 15, 2022	BUY	$85.5 - $86.18 $412,452 - $415,732	4,824 New	4,824 $413,000

Others Institutions Holding SHY

# of Institutions

1,333

Shares Held

290M

Call Options Held

35.9K

Put Options Held

18.1K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Hb Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History