Personal Cfo Solutions, LLC Ishares Barclays 1 3 Year Trea Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$81.05 - $81.66 $155,859 - $157,032	-1,923 Reduced 11.9%	14,242 $1.16 Million
Q1 2024 May 13, 2024	BUY	$81.49 - $82.34 $894,434 - $903,763	10,976 Added 211.52%	16,165 $1.32 Million
Q4 2023 Feb 13, 2024	SELL	$80.62 - $82.04 $2.23 Million - $2.27 Million	-27,636 Reduced 84.19%	5,189 $425,000
Q3 2023 Nov 13, 2023	BUY	$80.71 - $81.38 $2.09 Million - $2.1 Million	25,861 Added 371.35%	32,825 $2.66 Million
Q2 2023 Aug 10, 2023	SELL	$81.05 - $82.41 $2.49 Million - $2.53 Million	-30,753 Reduced 81.54%	6,964 $564,000
Q1 2023 May 09, 2023	BUY	$80.51 - $82.52 $2.58 Million - $2.64 Million	32,001 Added 559.85%	37,717 $3.1 Million
Q4 2022 Feb 14, 2023	SELL	$80.6 - $81.52 $4.43 Million - $4.48 Million	-54,960 Reduced 90.58%	5,716 $463,000
Q3 2022 Nov 01, 2022	SELL	$81.04 - $83.06 $1.38 Million - $1.41 Million	-16,999 Reduced 21.88%	60,676 $4.93 Million
Q2 2022 Aug 05, 2022	SELL	$81.97 - $83.48 $10,574 - $10,768	-129 Reduced 0.17%	77,675 $6.43 Million
Q1 2022 May 02, 2022	BUY	$83.25 - $85.49 $4.29 Million - $4.41 Million	51,582 Added 196.71%	77,804 $6.49 Million
Q4 2021 Feb 11, 2022	BUY	$85.5 - $86.18 $1.18 Million - $1.19 Million	13,814 Added 111.33%	26,222 $2.24 Million
Q3 2021 Nov 18, 2021	BUY	$86.09 - $86.31 $3,787 - $3,797	44 Added 0.36%	12,408 $1.07 Million
Q2 2021 Jul 22, 2021	SELL	$86.11 - $86.32 $1.07 Million - $1.07 Million	-12,421 Reduced 50.11%	12,364 $1.07 Million
Q1 2021 Apr 21, 2021	BUY	$86.21 - $86.4 $546,054 - $547,257	6,334 Added 34.33%	24,785 $2.14 Million
Q4 2020 Feb 09, 2021	BUY	$86.32 - $86.46 $10,013 - $10,029	116 Added 0.63%	18,451 $1.59 Million
Q3 2020 Nov 02, 2020	SELL	$86.46 - $86.63 $2.83 Million - $2.84 Million	-32,746 Reduced 64.11%	18,335 $2,000
Q2 2020 Aug 03, 2020	SELL	$86.48 - $86.8 $1.92 Million - $1.92 Million	-22,148 Reduced 30.24%	51,081 $4.42 Million
Q1 2020 Apr 30, 2020	BUY	$84.67 - $86.69 $5.18 Million - $5.3 Million	61,187 Added 508.11%	73,229 $6.35 Million
Q4 2019 Feb 13, 2020	SELL	$84.51 - $85.05 $94,989 - $95,596	-1,124 Reduced 8.54%	12,042 $1.02 Million
Q3 2019 Nov 13, 2019	BUY	$84.4 - $85.1 $1.11 Million - $1.12 Million	13,166 New	13,166 $1.12 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

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