Successful Portfolios LLC Ishares Barclays 1 3 Year Trea Transaction History

Successful Portfolios LLC

$146 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$81.97 - $83.48 $430,014 - $437,936	-5,246 Closed	0 $0
Q1 2022 Apr 21, 2022	BUY	$83.25 - $85.49 $7,492 - $7,694	90 Added 1.75%	5,246 $437,000
Q4 2021 Jan 26, 2022	BUY	$85.5 - $86.18 $22,657 - $22,837	265 Added 5.42%	5,156 $441,000
Q3 2021 Oct 14, 2021	SELL	$86.09 - $86.31 $8,609 - $8,631	-100 Reduced 2.0%	4,891 $421,000
Q2 2021 Jul 23, 2021	BUY	$86.11 - $86.32 $1,033 - $1,035	12 Added 0.24%	4,991 $430,000

Q1 2019 Apr 22, 2019	SELL	$83.51 - $84.18 $10,689 - $10,775	-128 Reduced 2.51%	4,979 $419,000
Q3 2018 Oct 15, 2018	SELL	$83.02 - $83.34 $3,071 - $3,083	-37 Reduced 0.72%	5,107 $424,000
Q2 2018 Jul 24, 2018	SELL	$83.11 - $83.6 $24,766 - $24,912	-298 Reduced 5.48%	5,144 $429,000
Q1 2018 May 08, 2018	BUY	$83.38 - $83.82 $20,511 - $20,619	246 Added 4.73%	5,442 $455,000
Q4 2017 Feb 09, 2018	BUY	$83.78 - $84.55 $435,320 - $439,321	5,196	5,196 $436,000

Others Institutions Holding SHY

# of Institutions

1,185

Shares Held

231M

Call Options Held

581K

Put Options Held

102K

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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