Southeast Asset Advisors Inc. Ishares Barclays 1 3 Year Trea Transaction History

Southeast Asset Advisors Inc.

$827 Million
Q2 2025

A detailed history of Southeast Asset Advisors Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Southeast Asset Advisors Inc. holds 3,927 shares of SHY stock, worth $326,333. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,927

Previous 4,424 11.23%

Holding current value

$326,333

Previous $365,000 10.96%

% of portfolio

0.04%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$82.21 - $83.12 $40,858 - $41,310	-497 Reduced 11.23%	3,927 $325,000
Q4 2024 Feb 13, 2025	SELL	$81.68 - $82.93 $68,447 - $69,495	-838 Reduced 15.93%	4,424 $362,000
Q3 2024 Nov 13, 2024	SELL	$81.31 - $83.29 $36,426 - $37,313	-448 Reduced 7.85%	5,262 $437,000
Q4 2022 Feb 09, 2023	BUY	$80.6 - $81.52 $2,982 - $3,016	37 Added 0.65%	5,710 $463,000
Q3 2022 Nov 04, 2022	BUY	$81.04 - $83.06 $459,739 - $471,199	5,673 New	5,673 $461,000

Others Institutions Holding SHY

# of Institutions

1,336

Shares Held

241M

Call Options Held

40.9K

Put Options Held

41.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Southeast Asset Advisors Inc. Ishares Barclays 1 3 Year Trea Transaction History