A detailed history of Jpl Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 12,057 shares of SHY stock, worth $994,220. This represents 0.39% of its overall portfolio holdings.

Number of Shares
12,057
Holding current value
$994,220
% of portfolio
0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025

BUY
$81.83 - $82.73 $986,624 - $997,475
12,057 New
12,057 $986 Million
Q1 2024

May 10, 2024

BUY
$81.49 - $82.34 $130,546 - $131,908
1,602 Added 27.7%
7,385 $604 Million
Q4 2023

Feb 09, 2024

BUY
$80.62 - $82.04 $466,225 - $474,437
5,783 New
5,783 $474 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Jpl Wealth Management, LLC Portfolio

Follow Jpl Wealth 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 Jpl Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jpl Wealth Management, LLC with notifications on news.