Mbl Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Mbl Wealth, LLC holds 159,529 shares of SHY stock, worth $13.1 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

159,529

Previous 220,210 27.56%

Holding current value

$13.1 Million

Previous $18 Million 27.67%

% of portfolio

1.56%

Previous 2.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$81.05 - $81.66 $4.92 Million - $4.96 Million	-60,681 Reduced 27.56%	159,529 $13 Million
Q1 2024 Apr 22, 2024	BUY	$81.49 - $82.34 $1.14 Million - $1.15 Million	14,023 Added 6.8%	220,210 $18 Million
Q4 2023 Jan 18, 2024	BUY	$80.62 - $82.04 $470,417 - $478,703	5,835 Added 2.91%	206,187 $16.9 Million
Q3 2023 Oct 11, 2023	BUY	$80.71 - $81.38 $1.08 Million - $1.09 Million	13,348 Added 7.14%	200,352 $16.2 Million
Q2 2023 Jul 17, 2023	BUY	$81.05 - $82.41 $672,877 - $684,167	8,302 Added 4.65%	187,004 $15.2 Million
Q1 2023 Apr 11, 2023	BUY	$80.51 - $82.52 $4.25 Million - $4.35 Million	52,729 Added 41.86%	178,702 $14.7 Million
Q4 2022 Jan 12, 2023	BUY	$80.6 - $81.52 $590,798 - $597,541	7,330 Added 6.18%	125,973 $10.2 Million
Q3 2022 Jan 12, 2023	BUY	$81.04 - $83.06 $1.21 Million - $1.24 Million	14,894 Added 14.36%	118,643 $9.64 Million
Q2 2022 Jan 12, 2023	BUY	$81.97 - $83.48 $1.5 Million - $1.53 Million	18,337 Added 21.47%	103,749 $8.59 Million
Q1 2022 May 02, 2022	BUY	$83.25 - $85.49 $7.11 Million - $7.3 Million	85,412 New	85,412 $7.12 Million
Q3 2021 Oct 25, 2021	SELL	$86.09 - $86.31 $661,773 - $663,464	-7,687 Closed	0 $0
Q1 2021 May 27, 2021	SELL	$86.21 - $86.4 $345,960 - $346,723	-4,013 Reduced 34.3%	7,687 $663,000
Q4 2020 Feb 16, 2021	BUY	$86.32 - $86.46 $1.01 Million - $1.01 Million	11,700 New	11,700 $1.01 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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