Moisand Fitzgerald Tamayo, LLC Ishares Barclays 1 3 Year Trea Transaction History

Moisand Fitzgerald Tamayo, LLC

$667 Million
Q2 2024

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 40 shares of SHY stock, worth $3,330. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 40 -0.0%

Holding current value

$3,330

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$81.49 - $82.34 $3,911 - $3,952	-48 Reduced 54.55%	40 $3,000
Q4 2023 Jan 18, 2024	BUY	$80.62 - $82.04 $3,869 - $3,937	48 Added 120.0%	88 $7,000
Q3 2023 Oct 20, 2023	SELL	$80.71 - $81.38 $5,972 - $6,022	-74 Reduced 64.91%	40 $3,000
Q2 2023 Jul 12, 2023	SELL	$81.05 - $82.41 $2,512 - $2,554	-31 Reduced 21.38%	114 $9,000
Q4 2022 Jan 23, 2023	BUY	$80.6 - $81.52 $80 - $81	1 Added 0.69%	145 $0
Q2 2022 Aug 01, 2022	BUY	$81.97 - $83.48 $6,065 - $6,177	74 Added 105.71%	144 $12,000
Q1 2022 Apr 29, 2022	SELL	$83.25 - $85.49 $6,160 - $6,326	-74 Reduced 51.39%	70 $6,000
Q4 2021 Feb 03, 2022	BUY	$85.5 - $86.18 $85 - $86	1 Added 0.7%	144 $12,000
Q2 2020 Aug 07, 2020	SELL	$86.48 - $86.8 $259 - $260	-3 Reduced 2.05%	143 $12,000
Q1 2020 May 13, 2020	BUY	$84.67 - $86.69 $84 - $86	1 Added 0.69%	146 $13,000
Q3 2019 Nov 01, 2019	BUY	$84.4 - $85.1 $2,785 - $2,808	33 Added 29.46%	145 $12,000
Q2 2019 Aug 05, 2019	BUY	$83.84 - $84.81 $335 - $339	4 Added 3.7%	112 $9,000
Q4 2018 Feb 11, 2019	BUY	$82.85 - $83.62 $745 - $752	9 Added 9.09%	108 $9,000
Q3 2018 Nov 09, 2018	BUY	$83.02 - $83.34 $5,064 - $5,083	61 Added 160.53%	99 $8,000
Q2 2018 Aug 08, 2018	BUY	$83.11 - $83.6 $2,908 - $2,926	35 Added 1166.67%	38 $3,000
Q3 2017 Nov 03, 2017	BUY	$84.45 - $84.47 $253 - $253	3	3 $0

Others Institutions Holding SHY

# of Institutions

1,186

Shares Held

224M

Call Options Held

311K

Put Options Held

40.1K

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 Moisand Fitzgerald Tamayo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moisand Fitzgerald Tamayo, LLC with notifications on news.

Account

Moisand Fitzgerald Tamayo, LLC Ishares Barclays 1 3 Year Trea Transaction History