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

Jgp Wealth Management, LLC

$813 Million
Q2 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 47,089 shares of SHY stock, worth $3.89 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

47,089

Previous 15,566 202.51%

Holding current value

$3.89 Million

Previous $1.29 Million 203.34%

% of portfolio

0.48%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$82.21 - $83.12 $2.59 Million - $2.62 Million	31,523 Added 202.51%	47,089 $3.9 Million
Q1 2025 Apr 08, 2025	BUY	$81.83 - $82.73 $76,101 - $76,938	930 Added 6.35%	15,566 $1.29 Million
Q4 2024 Jan 14, 2025	BUY	$81.68 - $82.93 $386,346 - $392,258	4,730 Added 47.75%	14,636 $1.2 Million
Q3 2024 Oct 09, 2024	BUY	$81.31 - $83.29 $148,390 - $152,004	1,825 Added 22.58%	9,906 $823,000
Q2 2024 Jul 12, 2024	BUY	$81.05 - $81.66 $654,965 - $659,894	8,081 New	8,081 $659,000
Q2 2021 Aug 12, 2021	SELL	$86.11 - $86.32 $466,457 - $467,595	-5,417 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$86.21 - $86.4 $466,999 - $468,028	5,417 New	5,417 $467,000

Others Institutions Holding SHY

# of Institutions

1,328

Shares Held

289M

Call Options Held

32.3K

Put Options Held

9.6K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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