Triad Financial Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 2,926 shares of SHY stock, worth $240,019. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,926

Previous 2,902 0.83%

Holding current value

$240,019

Previous $235,000 0.43%

% of portfolio

0.09%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$80.71 - $81.38 $1,937 - $1,953	24 Added 0.83%	2,926 $236,000
Q2 2023 Jul 31, 2023	BUY	$81.05 - $82.41 $1,945 - $1,977	24 Added 0.83%	2,902 $235,000
Q1 2023 May 05, 2023	BUY	$80.51 - $82.52 $13,123 - $13,450	163 Added 6.0%	2,878 $236,000
Q4 2022 Feb 14, 2023	SELL	$80.6 - $81.52 $87,209 - $88,204	-1,082 Reduced 28.5%	2,715 $220,000
Q3 2022 Nov 04, 2022	SELL	$81.04 - $83.06 $2,917 - $2,990	-36 Reduced 0.94%	3,797 $308,000
Q2 2022 Aug 11, 2022	BUY	$81.97 - $83.48 $314,191 - $319,978	3,833 New	3,833 $317,000

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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Triad Financial Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History