A detailed history of Intercontinental Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 37,459 shares of SHY stock, worth $3.07 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
37,459
Previous 43,799 14.48%
Holding current value
$3.07 Million
Previous $3.6 Million 15.59%
% of portfolio
0.73%
Previous 0.93%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

SELL
$81.05 - $82.41 $513,857 - $522,479
-6,340 Reduced 14.48%
37,459 $3.04 Million
Q1 2023

May 03, 2023

BUY
$80.51 - $82.52 $3.53 Million - $3.61 Million
43,799 New
43,799 $3.6 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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