New Wave Wealth Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History

New Wave Wealth Advisors LLC

$235 Billion
Q2 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 13,802 shares of SHY stock, worth $1.14 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

13,802

Previous 18,296 24.56%

Holding current value

$1.14 Million

Previous $1.51 Billion 24.44%

% of portfolio

0.49%

Previous 0.68%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$82.21 - $83.12 $369,451 - $373,541	-4,494 Reduced 24.56%	13,802 $1.14 Billion
Q1 2025 Apr 25, 2025	BUY	$81.83 - $82.73 $67,591 - $68,334	826 Added 4.73%	18,296 $1.51 Billion
Q4 2024 Jan 23, 2025	BUY	$81.68 - $82.93 $1.08 Million - $1.1 Million	13,280 Added 316.95%	17,470 $1.43 Billion
Q3 2024 Oct 23, 2024	SELL	$81.31 - $83.29 $162,620 - $166,580	-2,000 Reduced 32.31%	4,190 $348 Million
Q2 2024 Aug 27, 2024	BUY	$81.05 - $81.66 $501,699 - $505,475	6,190 New	6,190 $505 Million

Others Institutions Holding SHY

# of Institutions

1,338

Shares Held

283M

Call Options Held

32.3K

Put Options Held

9.6K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

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New Wave Wealth Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History