Moulton Wealth Management, Inc Ishares Barclays 1 3 Year Trea Transaction History

Moulton Wealth Management, Inc

$95.4 Million
Q1 2024

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 8,783 shares of SHY stock, worth $717,131. This represents 0.75% of its overall portfolio holdings.

Number of Shares

8,783

Previous 9,017 2.6%

Holding current value

$717,131

Previous $739,000 2.84%

% of portfolio

0.75%

Previous 0.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$81.49 - $82.34 $19,068 - $19,267	-234 Reduced 2.6%	8,783 $718,000
Q4 2023 Jan 10, 2024	BUY	$80.62 - $82.04 $726,950 - $739,754	9,017 New	9,017 $739,000
Q1 2022 Apr 19, 2022	BUY	$83.25 - $85.49 $5.13 Million - $5.26 Million	61,574 New	61,574 $5.12 Million
Q4 2020 Jan 12, 2021	SELL	$86.32 - $86.46 $21 Million - $21 Million	-243,045 Closed	0 $0
Q3 2020 Oct 14, 2020	SELL	$86.46 - $86.63 $30,693 - $30,753	-355 Reduced 0.15%	243,045 $21 Million

Q2 2020 Jul 08, 2020	BUY	$86.48 - $86.8 $79,907 - $80,203	924 Added 0.38%	243,400 $21.1 Million
Q1 2020 Apr 13, 2020	BUY	$84.67 - $86.69 $16.9 Million - $17.3 Million	199,731 Added 467.26%	242,476 $21 Million
Q4 2019 Jan 08, 2020	BUY	$84.51 - $85.05 $3.61 Million - $3.64 Million	42,745 New	42,745 $3.62 Million

Others Institutions Holding SHY

# of Institutions

1,183

Shares Held

231M

Call Options Held

581K

Put Options Held

102K

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 Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Account

Moulton Wealth Management, Inc Ishares Barclays 1 3 Year Trea Transaction History