A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,671 shares of SHY stock, worth $465,248. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,671
Previous 7,333 22.66%
Holding current value
$465,248
Previous $598,000 21.24%
% of portfolio
0.05%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$81.31 - $83.29 $135,137 - $138,427
-1,662 Reduced 22.66%
5,671 $471,000
Q2 2024

Aug 13, 2024

BUY
$81.05 - $81.66 $130,166 - $131,145
1,606 Added 28.04%
7,333 $598,000
Q1 2024

May 15, 2024

BUY
$81.49 - $82.34 $1,385 - $1,399
17 Added 0.3%
5,727 $468,000
Q4 2023

Feb 12, 2024

BUY
$80.62 - $82.04 $71,348 - $72,605
885 Added 18.34%
5,710 $468,000
Q3 2023

Oct 11, 2023

SELL
$80.71 - $81.38 $78,692 - $79,345
-975 Reduced 16.81%
4,825 $390,000
Q2 2023

Aug 14, 2023

SELL
$81.05 - $82.41 $4,863 - $4,944
-60 Reduced 1.02%
5,800 $470,000
Q1 2023

May 11, 2023

SELL
$80.51 - $82.52 $970,226 - $994,448
-12,051 Reduced 67.28%
5,860 $481,000
Q4 2022

Feb 13, 2023

BUY
$80.6 - $81.52 $1.16 Million - $1.18 Million
14,417 Added 412.62%
17,911 $1.45 Million
Q3 2022

Nov 07, 2022

SELL
$81.04 - $83.06 $12,723 - $13,040
-157 Reduced 4.3%
3,494 $284,000
Q2 2022

Aug 02, 2022

BUY
$81.97 - $83.48 $299,272 - $304,785
3,651 New
3,651 $302,000
Q1 2022

May 03, 2022

SELL
$83.25 - $85.49 $645,520 - $662,889
-7,754 Closed
0 $0
Q4 2021

Feb 02, 2022

BUY
$85.5 - $86.18 $662,967 - $668,239
7,754 New
7,754 $663,000
Q3 2018

Nov 13, 2018

SELL
$83.02 - $83.34 $63,676 - $63,921
-767 Closed
0 $0
Q1 2018

Jun 25, 2018

BUY
$83.38 - $83.82 $63,952 - $64,289
767 New
767 $64,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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