Palumbo Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Palumbo Wealth Management LLC

$259 Million
Q4 2024

A detailed history of Palumbo Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 10,536 shares of SHY stock, worth $867,744. This represents 0.33% of its overall portfolio holdings.

Number of Shares

10,536

Previous 7,329 43.76%

Holding current value

$867,744

Previous $609,000 41.71%

% of portfolio

0.33%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$81.68 - $82.93 $261,947 - $265,956	3,207 Added 43.76%	10,536 $863,000
Q3 2024 Oct 28, 2024	BUY	$81.31 - $83.29 $323,044 - $330,911	3,973 Added 118.38%	7,329 $609,000
Q2 2024 Aug 02, 2024	BUY	$81.05 - $81.66 $272,003 - $274,050	3,356 New	3,356 $274,000
Q4 2021 Feb 16, 2022	SELL	$85.5 - $86.18 $996,930 - $1 Million	-11,660 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$86.09 - $86.31 $125,691 - $126,012	-1,460 Reduced 11.13%	11,660 $1.01 Million
Q2 2021 Aug 16, 2021	BUY	$86.11 - $86.32 $111,598 - $111,870	1,296 Added 10.96%	13,120 $1.13 Million
Q1 2021 May 17, 2021	BUY	$86.21 - $86.4 $337,770 - $338,515	3,918 Added 49.56%	11,824 $1.02 Million
Q4 2020 May 17, 2021	BUY	$86.32 - $86.46 $682,445 - $683,552	7,906 New	7,906 $683,000

Others Institutions Holding SHY

# of Institutions

1,286

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Palumbo Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History