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

Hb Wealth Management, LLC

$9.75 Billion
Q4 2024

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 4,123 shares of SHY stock, worth $338,333. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,123

Previous 3,500 17.8%

Holding current value

$338,333

Previous $291,000 16.15%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,237

Shares Held

240M

Call Options Held

466K

Put Options Held

196K

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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