A detailed history of Napa Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Napa Wealth Management holds 14,762 shares of SHY stock, worth $1.21 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
14,762
Previous 21,806 32.3%
Holding current value
$1.21 Million
Previous $1.78 Billion 32.41%
% of portfolio
0.81%
Previous 0.94%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$81.05 - $81.66 $570,916 - $575,213
-7,044 Reduced 32.3%
14,762 $1.21 Billion
Q1 2024

Aug 14, 2024

SELL
$81.49 - $82.34 $3.31 Million - $3.34 Million
-40,615 Reduced 65.07%
21,806 $1.78 Billion
Q4 2023

Feb 22, 2024

BUY
$80.62 - $82.04 $5.03 Million - $5.12 Million
62,421 New
62,421 $5.12 Billion

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


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