Montis Financial, LLC Ishares Barclays 1 3 Year Trea Transaction History

Montis Financial, LLC

$280 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$81.05 - $82.41 $231,721 - $235,610	2,859 New	2,859 $231,000
Q3 2022 Oct 25, 2022	SELL	$81.04 - $83.06 $678,791 - $695,710	-8,376 Reduced 39.84%	12,646 $1.03 Million
Q2 2022 Jul 27, 2022	SELL	$81.97 - $83.48 $147,136 - $149,846	-1,795 Reduced 7.87%	21,022 $1.74 Million
Q1 2022 May 02, 2022	SELL	$83.25 - $85.49 $147,519 - $151,488	-1,772 Reduced 7.21%	22,817 $1.9 Million
Q3 2021 Oct 26, 2021	SELL	$86.09 - $86.31 $49,587 - $49,714	-576 Reduced 2.29%	24,589 $2.12 Million
Q2 2021 Jul 26, 2021	SELL	$86.11 - $86.32 $4,649 - $4,661	-54 Reduced 0.21%	25,165 $2.17 Million
Q1 2021 May 04, 2021	BUY	$86.21 - $86.4 $293,631 - $294,278	3,406 Added 15.61%	25,219 $2.18 Million
Q4 2020 Feb 10, 2021	BUY	$86.32 - $86.46 $1.88 Million - $1.89 Million	21,813 New	21,813 $1.88 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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