Perfromance Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Perfromance Wealth Partners, LLC

$2.77 Billion
Q1 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 41,314 shares of SHY stock, worth $3.42 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

41,314

Previous 41,212 0.25%

Holding current value

$3.42 Million

Previous $3.38 Million 1.15%

% of portfolio

0.12%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$81.83 - $82.73 $8,346 - $8,438	102 Added 0.25%	41,314 $3.42 Million
Q4 2024 Jan 17, 2025	SELL	$81.68 - $82.93 $67,876 - $68,914	-831 Reduced 1.98%	41,212 $3.38 Million
Q3 2024 Oct 10, 2024	SELL	$81.31 - $83.29 $204,006 - $208,974	-2,509 Reduced 5.63%	42,043 $3.5 Million
Q2 2024 Jul 19, 2024	SELL	$81.05 - $81.66 $622,545 - $627,230	-7,681 Reduced 14.71%	44,552 $3.64 Million
Q1 2024 Apr 30, 2024	SELL	$81.49 - $82.34 $97,217 - $98,231	-1,193 Reduced 2.23%	52,233 $4.27 Million
Q4 2023 Jan 22, 2024	BUY	$80.62 - $82.04 $37,568 - $38,230	466 Added 0.88%	53,426 $4.38 Million
Q3 2023 Oct 30, 2023	BUY	$80.71 - $81.38 $430,910 - $434,487	5,339 Added 11.21%	52,960 $4.29 Million
Q2 2023 Jul 13, 2023	BUY	$81.05 - $82.41 $349,163 - $355,022	4,308 Added 9.95%	47,621 $3.86 Million
Q1 2023 Apr 20, 2023	BUY	$80.51 - $82.52 $851,956 - $873,226	10,582 Added 32.33%	43,313 $3.56 Million
Q4 2022 Jan 19, 2023	BUY	$80.6 - $81.52 $318,208 - $321,840	3,948 Added 13.72%	32,731 $0
Q3 2022 Oct 17, 2022	BUY	$81.04 - $83.06 $127,070 - $130,238	1,568 Added 5.76%	28,783 $2.34 Million
Q2 2022 Jul 15, 2022	BUY	$81.97 - $83.48 $243,614 - $248,102	2,972 Added 12.26%	27,215 $2.25 Million
Q1 2022 Apr 21, 2022	BUY	$83.25 - $85.49 $701,298 - $720,167	8,424 Added 53.25%	24,243 $2.02 Million
Q4 2021 Feb 03, 2022	BUY	$85.5 - $86.18 $1.35 Million - $1.36 Million	15,819 New	15,819 $1.35 Million

Others Institutions Holding SHY

# of Institutions

1,319

Shares Held

234M

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

More about SHY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Perfromance Wealth Partners, LLC with notifications on news.

Account

Perfromance Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History