Tempus Wealth Planning, LLC Ishares Barclays 1 3 Year Trea Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 3,363 shares of SHY stock, worth $275,866. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,363

Previous 2,930 14.78%

Holding current value

$275,866

Previous $239,000 16.74%

% of portfolio

0.11%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$81.31 - $83.29 $35,207 - $36,064	433 Added 14.78%	3,363 $279,000
Q2 2024 Jul 25, 2024	SELL	$81.05 - $81.66 $2,674 - $2,694	-33 Reduced 1.11%	2,930 $239,000
Q4 2023 Jan 23, 2024	SELL	$80.62 - $82.04 $91,261 - $92,869	-1,132 Reduced 27.64%	2,963 $243,000
Q3 2023 Oct 31, 2023	SELL	$80.71 - $81.38 $53,914 - $54,361	-668 Reduced 14.02%	4,095 $331,000
Q2 2023 Jul 21, 2023	SELL	$81.05 - $82.41 $9,888 - $10,054	-122 Reduced 2.5%	4,763 $386,000
Q1 2023 May 08, 2023	SELL	$80.51 - $82.52 $21,979 - $22,527	-273 Reduced 5.29%	4,885 $401,000
Q4 2022 Feb 09, 2023	BUY	$80.6 - $81.52 $16,039 - $16,222	199 Added 4.01%	5,158 $418,000
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $99,111 - $101,582	1,223 Added 32.74%	4,959 $403,000
Q2 2021 Aug 12, 2021	SELL	$86.11 - $86.32 $33,152 - $33,233	-385 Reduced 9.34%	3,736 $322,000
Q1 2020 May 13, 2020	SELL	$84.67 - $86.69 $1,016 - $1,040	-12 Reduced 0.29%	4,121 $357,000
Q4 2019 Mar 16, 2020	BUY	$84.51 - $85.05 $349,279 - $351,511	4,133 New	4,133 $350,000

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

Ticker SHY
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Tempus Wealth Planning, LLC Ishares Barclays 1 3 Year Trea Transaction History