Marshall & Sterling Wealth Advisors Inc. Ishares Barclays 1 3 Year Trea Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 11,031 shares of SHY stock, worth $912,815. This represents 0.62% of its overall portfolio holdings.

Number of Shares
11,031
Previous 7,943 38.88%
Holding current value
$912,815
Previous $657 Million 39.1%
% of portfolio
0.62%
Previous 0.45%

Shares

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

Aug 12, 2025
BUY
$82.21 - $83.12 $253,864 - $256,674
3,088 Added 38.88%
11,031 $914 Million
Q1 2025

May 15, 2025
BUY
$81.83 - $82.73 $4,091 - $4,136
50 Added 0.63%
7,943 $657 Million
Q4 2024

Feb 14, 2025
BUY
$81.68 - $82.93 $644,700 - $654,566
7,893 New
7,893 $647 Million

Others Institutions Holding SHY

# of Institutions
1,334
Shares Held
244M
Call Options Held
40.9K
Put Options Held
41.6K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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