Retirement Financial Solutions, LLC Ishares Barclays 1 3 Year Trea Transaction History

Retirement Financial Solutions, LLC

$212 Billion
Q2 2024

A detailed history of Retirement Financial Solutions, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 53,732 shares of SHY stock, worth $4.46 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

53,732

Previous 55,029 2.36%

Holding current value

$4.46 Million

Previous $4.5 Billion 2.51%

% of portfolio

2.06%

Previous 2.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$81.05 - $81.66 $105,121 - $105,913	-1,297 Reduced 2.36%	53,732 $4.39 Billion
Q1 2024 May 10, 2024	SELL	$81.49 - $82.34 $482,257 - $487,288	-5,918 Reduced 9.71%	55,029 $4.5 Billion
Q4 2023 Jan 18, 2024	SELL	$80.62 - $82.04 $82,393 - $83,844	-1,022 Reduced 1.65%	60,947 $5 Billion
Q3 2023 Oct 20, 2023	SELL	$80.71 - $81.38 $1.34 Million - $1.35 Million	-16,649 Reduced 21.18%	61,969 $5.02 Billion
Q2 2023 Jul 18, 2023	BUY	$81.05 - $82.41 $809,446 - $823,028	9,987 Added 14.55%	78,618 $6.37 Billion
Q1 2023 Apr 26, 2023	SELL	$80.51 - $82.52 $475,653 - $487,528	-5,908 Reduced 7.93%	68,631 $5.64 Billion
Q4 2022 Jan 18, 2023	BUY	$80.6 - $81.52 $6.01 Million - $6.08 Million	74,539 New	74,539 $6.05 Billion

Others Institutions Holding SHY

# of Institutions

1,186

Shares Held

224M

Call Options Held

311K

Put Options Held

40.1K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Retirement Financial Solutions, LLC Ishares Barclays 1 3 Year Trea Transaction History