Secure Asset Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Secure Asset Management, LLC

$477 Million
Q1 2025

A detailed history of Secure Asset Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Secure Asset Management, LLC holds 4,502 shares of SHY stock, worth $370,469. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,502

Previous 7,182 37.32%

Holding current value

$370,469

Previous $588,000 36.73%

% of portfolio

0.08%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$81.83 - $82.73 $219,304 - $221,716	-2,680 Reduced 37.32%	4,502 $372,000
Q4 2024 Jan 17, 2025	SELL	$81.68 - $82.93 $15,927 - $16,171	-195 Reduced 2.64%	7,182 $588,000
Q3 2024 Oct 16, 2024	SELL	$81.31 - $83.29 $12,277 - $12,576	-151 Reduced 2.01%	7,377 $613,000
Q2 2024 Jul 24, 2024	BUY	$81.05 - $81.66 $11,995 - $12,085	148 Added 2.01%	7,528 $614,000
Q4 2023 Jan 22, 2024	BUY	$80.62 - $82.04 $725 - $738	9 Added 0.12%	7,380 $605,000
Q3 2023 Oct 18, 2023	BUY	$80.71 - $81.38 $138,417 - $139,566	1,715 Added 30.32%	7,371 $596,000
Q2 2023 Jul 13, 2023	SELL	$81.05 - $82.41 $4,376 - $4,450	-54 Reduced 0.95%	5,656 $458,000
Q1 2023 Apr 13, 2023	BUY	$80.51 - $82.52 $459,712 - $471,189	5,710 New	5,710 $469,000
Q3 2020 Oct 20, 2020	SELL	$86.46 - $86.63 $658,652 - $659,947	-7,618 Closed	0 $0
Q2 2020 Jul 14, 2020	SELL	$86.48 - $86.8 $50,504 - $50,691	-584 Reduced 7.12%	7,618 $660,000
Q1 2020 Apr 15, 2020	BUY	$84.67 - $86.69 $694,463 - $711,031	8,202 New	8,202 $711,000

Others Institutions Holding SHY

# of Institutions

1,319

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Secure Asset Management, LLC Ishares Barclays 1 3 Year Trea Transaction History