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

Lake Hills Wealth Management, LLC

$150 Million
Q4 2024

A detailed history of Lake Hills Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 160,305 shares of SHY stock, worth $13.2 Million. This represents 8.79% of its overall portfolio holdings.

Number of Shares

160,305

Previous 210,320 23.78%

Holding current value

$13.2 Million

Previous $17.5 Million 24.86%

% of portfolio

8.79%

Previous 11.72%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$81.68 - $82.93 $4.09 Million - $4.15 Million	-50,015 Reduced 23.78%	160,305 $13.1 Million
Q3 2024 Oct 10, 2024	BUY	$81.31 - $83.29 $865,544 - $886,622	10,645 Added 5.33%	210,320 $17.5 Million
Q2 2024 Jul 09, 2024	BUY	$81.05 - $81.66 $5.08 Million - $5.12 Million	62,719 Added 45.79%	199,675 $16.3 Million
Q1 2024 Apr 04, 2024	SELL	$81.49 - $82.34 $4.36 Million - $4.41 Million	-53,520 Reduced 28.1%	136,956 $11.2 Million
Q4 2023 Jan 22, 2024	BUY	$80.62 - $82.04 $4.32 Million - $4.39 Million	53,569 Added 39.13%	190,476 $15.6 Million
Q3 2023 Oct 16, 2023	BUY	$80.71 - $81.38 $8.54 Million - $8.61 Million	105,776 Added 339.78%	136,907 $11.1 Million
Q2 2023 Aug 04, 2023	BUY	$81.05 - $82.41 $2.52 Million - $2.57 Million	31,131 New	31,131 $2.52 Million
Q4 2022 Jan 17, 2023	BUY	$80.6 - $81.52 $8.77 Million - $8.87 Million	108,856 New	108,856 $0
Q2 2022 Jul 25, 2022	BUY	$81.97 - $83.48 $2.6 Million - $2.65 Million	31,745 Added 17.01%	218,413 $18.1 Million
Q1 2022 Apr 21, 2022	BUY	$83.25 - $85.49 $9.03 Million - $9.28 Million	108,502 Added 138.81%	186,668 $15.6 Million
Q4 2021 Jan 10, 2022	BUY	$85.5 - $86.18 $6.68 Million - $6.74 Million	78,166 New	78,166 $6.69 Million

Others Institutions Holding SHY

# of Institutions

1,283

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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