A detailed history of Market Street Wealth Management Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 2,623 shares of SHY stock, worth $215,164. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,623
Holding current value
$215,164
% of portfolio
0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$81.31 - $83.29 $213,276 - $218,469
2,623 New
2,623 $218,000
Q2 2023

Jul 12, 2023

BUY
$81.05 - $82.41 $2.28 Million - $2.31 Million
28,086 Added 21.6%
158,114 $12.8 Million
Q1 2023

Apr 18, 2023

BUY
$80.51 - $82.52 $9.97 Million - $10.2 Million
123,870 Added 2011.53%
130,028 $10.7 Million
Q4 2022

Jan 20, 2023

SELL
$80.6 - $81.52 $168,695 - $170,621
-2,093 Reduced 25.37%
6,158 $0
Q3 2022

Oct 21, 2022

SELL
$81.04 - $83.06 $443,531 - $454,587
-5,473 Reduced 39.88%
8,251 $670,000
Q2 2022

Jul 21, 2022

BUY
$81.97 - $83.48 $1.12 Million - $1.15 Million
13,724 New
13,724 $1.14 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 Market Street Wealth Management Advisors LLC Portfolio

Follow Market Street Wealth Management Advisors 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 Market Street Wealth Management Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Market Street Wealth Management Advisors LLC with notifications on news.