A detailed history of New Edge Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,272 shares of SHY stock, worth $760,582. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,272
Previous 3,507 164.39%
Holding current value
$760,582
Previous $286,000 169.23%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$81.31 - $83.29 $468,752 - $480,166
5,765 Added 164.39%
9,272 $770,000
Q2 2024

Aug 01, 2024

BUY
$81.05 - $81.66 $47,819 - $48,179
590 Added 20.23%
3,507 $286,000
Q1 2024

May 06, 2024

BUY
$81.49 - $82.34 $237,706 - $240,185
2,917 New
2,917 $238,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.