Phillips Financial Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Phillips Financial Management, LLC

$1.25 Billion
Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Phillips Financial Management, LLC holds 26,341 shares of SHY stock, worth $2.16 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

26,341

Previous 27,316 3.57%

Holding current value

$2.16 Million

Previous $2.23 Million 1.79%

% of portfolio

0.17%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$81.31 - $83.29 $79,277 - $81,207	-975 Reduced 3.57%	26,341 $2.19 Million
Q2 2024 Aug 08, 2024	SELL	$81.05 - $81.66 $9,969 - $10,044	-123 Reduced 0.45%	27,316 $2.23 Million
Q1 2024 Apr 23, 2024	SELL	$81.49 - $82.34 $42,130 - $42,569	-517 Reduced 1.85%	27,439 $2.24 Million
Q4 2023 Jan 25, 2024	BUY	$80.62 - $82.04 $37,972 - $38,640	471 Added 1.71%	27,956 $2.29 Million
Q3 2023 Nov 09, 2023	SELL	$80.71 - $81.38 $86,682 - $87,402	-1,074 Reduced 3.76%	27,485 $2.23 Million
Q2 2023 Aug 11, 2023	SELL	$81.05 - $82.41 $2,026 - $2,060	-25 Reduced 0.09%	28,559 $2.32 Million
Q1 2023 May 08, 2023	SELL	$80.51 - $82.52 $4,669 - $4,786	-58 Reduced 0.2%	28,584 $2.35 Million
Q4 2022 Jan 24, 2023	SELL	$80.6 - $81.52 $23,051 - $23,314	-286 Reduced 0.99%	28,642 $0
Q3 2022 Nov 08, 2022	BUY	$81.04 - $83.06 $2.34 Million - $2.4 Million	28,928 New	28,928 $2.35 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Phillips Financial Management, LLC Ishares Barclays 1 3 Year Trea Transaction History