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

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 200,866 shares of SHY stock, worth $16.7 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

200,866

Previous 195,920 2.52%

Holding current value

$16.7 Million

Previous $16.2 Million 2.68%

% of portfolio

0.32%

Previous 0.34%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$82.21 - $83.12 $406,610 - $411,111	4,946 Added 2.52%	200,866 $16.6 Million
Q1 2025 May 02, 2025	BUY	$81.83 - $82.73 $1.17 Million - $1.19 Million	14,324 Added 7.89%	195,920 $16.2 Million
Q4 2024 Jan 28, 2025	BUY	$81.68 - $82.93 $9.12 Million - $9.25 Million	111,595 Added 159.42%	181,596 $14.9 Million
Q3 2024 Nov 12, 2024	SELL	$81.31 - $83.29 $5.11 Million - $5.23 Million	-62,810 Reduced 47.29%	70,001 $5.82 Million
Q2 2024 Aug 14, 2024	BUY	$81.05 - $81.66 $314,636 - $317,004	3,882 Added 3.01%	132,811 $10.8 Million
Q1 2024 May 09, 2024	BUY	$81.49 - $82.34 $230,942 - $233,351	2,834 Added 2.25%	128,929 $10.5 Million
Q4 2023 Feb 08, 2024	BUY	$80.62 - $82.04 $480,333 - $488,794	5,958 Added 4.96%	126,095 $10.3 Million
Q3 2023 Nov 07, 2023	BUY	$80.71 - $81.38 $5.56 Million - $5.61 Million	68,882 Added 134.39%	120,137 $9.73 Million
Q2 2023 Aug 10, 2023	SELL	$81.05 - $82.41 $3.64 Million - $3.7 Million	-44,906 Reduced 46.7%	51,255 $4.16 Million
Q1 2023 May 15, 2023	SELL	$80.51 - $82.52 $2.59 Million - $2.66 Million	-32,231 Reduced 25.1%	96,161 $7.9 Million
Q4 2022 Feb 13, 2023	SELL	$80.6 - $81.52 $3.28 Million - $3.32 Million	-40,668 Reduced 24.06%	128,392 $10.4 Million
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $7.86 Million - $8.05 Million	96,934 Added 134.4%	169,060 $13.7 Million
Q2 2022 Aug 16, 2022	BUY	$81.97 - $83.48 $2.93 Million - $2.98 Million	35,724 Added 98.14%	72,126 $5.97 Million
Q1 2022 Feb 08, 2024	SELL	$83.25 - $85.49 $3.63 Million - $3.72 Million	-43,545 Reduced 34.53%	82,550 $6.88 Million
Q4 2021 Feb 17, 2022	SELL	$85.5 - $86.18 $564,129 - $568,615	-6,598 Reduced 15.34%	36,402 $3.11 Million
Q3 2021 Dec 03, 2021	BUY	$86.09 - $86.31 $248,111 - $248,745	2,882 Added 7.18%	43,000 $3.7 Million
Q2 2021 Aug 17, 2021	BUY	$86.11 - $86.32 $452,249 - $453,352	5,252 Added 15.06%	40,118 $3.46 Million
Q1 2021 May 24, 2021	SELL	$86.21 - $86.4 $434,325 - $435,283	-5,038 Reduced 12.63%	34,866 $3.01 Million
Q4 2020 Feb 16, 2021	SELL	$86.32 - $86.46 $306,781 - $307,278	-3,554 Reduced 8.18%	39,904 $3.45 Million
Q3 2020 Nov 19, 2020	SELL	$86.46 - $86.63 $831,831 - $833,467	-9,621 Reduced 18.13%	43,458 $3.76 Million
Q2 2020 Aug 14, 2020	BUY	$86.48 - $86.8 $910,115 - $913,483	10,524 Added 24.73%	53,079 $4.6 Million
Q1 2020 May 11, 2020	BUY	$84.67 - $86.69 $3.32 Million - $3.4 Million	39,184 Added 1162.39%	42,555 $3.69 Million
Q4 2019 Jan 30, 2020	BUY	$84.51 - $85.05 $284,883 - $286,703	3,371 New	3,371 $283,000
Q1 2018 Jan 29, 2020	SELL	$83.38 - $83.82 $281,073 - $282,557	-3,371 Closed	0 $0
Q4 2017 Jan 29, 2020	SELL	$83.78 - $84.55 $83,863 - $84,634	-1,001 Reduced 22.9%	3,371 $283,000
Q3 2017 Jan 29, 2020	BUY	$84.45 - $84.47 $59,706 - $59,720	707 Added 19.29%	4,372 $369,000
Q2 2017 Jan 29, 2020	SELL	N/A	-2,843 Reduced 43.68%	3,665 $310,000
Q1 2017 Jan 29, 2020	BUY	N/A	6,508	6,508 $550,000

Others Institutions Holding SHY

# of Institutions

1,337

Shares Held

241M

Call Options Held

40.9K

Put Options Held

41.6K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

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