A detailed history of Leo Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Leo Wealth, LLC holds 4,798 shares of SHY stock, worth $396,410. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,798
Previous 3,369 42.42%
Holding current value
$396,410
Previous $279 Million 42.65%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

BUY
$82.21 - $83.12 $117,478 - $118,778
1,429 Added 42.42%
4,798 $398 Million
Q1 2025

May 02, 2025

BUY
$81.83 - $82.73 $25,449 - $25,729
311 Added 10.17%
3,369 $279 Million
Q4 2024

Jan 27, 2025

BUY
$81.68 - $82.93 $249,777 - $253,599
3,058 New
3,058 $251 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 Leo Wealth, LLC Portfolio

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

News

Stay updated on Leo Wealth, LLC with notifications on news.