Lifeworks Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Lifeworks Advisors, LLC

$638 Million
Q2 2025

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 5,517 shares of SHY stock, worth $455,814. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,517

Previous 5,577 1.08%

Holding current value

$455,814

Previous $461,000 0.87%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$82.21 - $83.12 $4,932 - $4,987	-60 Reduced 1.08%	5,517 $457,000
Q1 2025 May 06, 2025	SELL	$81.83 - $82.73 $72,010 - $72,802	-880 Reduced 13.63%	5,577 $461,000
Q4 2024 Feb 07, 2025	BUY	$81.68 - $82.93 $490 - $497	6 Added 0.09%	6,457 $529,000
Q3 2024 Nov 06, 2024	SELL	$81.31 - $83.29 $9,188 - $9,411	-113 Reduced 1.72%	6,451 $536,000
Q2 2024 Aug 13, 2024	SELL	$81.05 - $81.66 $39,390 - $39,686	-486 Reduced 6.89%	6,564 $535,000
Q1 2024 May 10, 2024	SELL	$81.49 - $82.34 $138,695 - $140,142	-1,702 Reduced 19.45%	7,050 $576,000
Q4 2023 Feb 12, 2024	BUY	$80.62 - $82.04 $160,353 - $163,177	1,989 Added 29.41%	8,752 $718,000
Q3 2023 Nov 01, 2023	BUY	$80.71 - $81.38 $545,841 - $550,372	6,763 New	6,763 $547,000

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
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Account

Lifeworks Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History