True Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$80.71 - $81.38 $13,236 - $13,346	-164 Reduced 6.22%	2,472 $200,000
Q2 2023 Jul 31, 2023	SELL	$81.05 - $82.41 $5,997 - $6,098	-74 Reduced 2.73%	2,636 $213,000
Q1 2023 Apr 19, 2023	SELL	$80.51 - $82.52 $8,373 - $8,582	-104 Reduced 3.7%	2,710 $222,000
Q4 2022 Jan 23, 2023	BUY	$80.6 - $81.52 $8,866 - $8,967	110 Added 4.07%	2,814 $0
Q3 2022 Oct 21, 2022	BUY	$81.04 - $83.06 $15,073 - $15,449	186 Added 7.39%	2,704 $220,000
Q2 2022 Jul 27, 2022	SELL	$81.97 - $83.48 $49,345 - $50,254	-602 Reduced 19.29%	2,518 $208,000
Q1 2022 May 05, 2022	BUY	$83.25 - $85.49 $50,033 - $51,379	601 Added 23.86%	3,120 $267,000
Q1 2022 May 04, 2022	SELL	$83.25 - $85.49 $50,033 - $51,379	-601 Reduced 19.26%	2,519 $209,000
Q4 2021 Feb 02, 2022	SELL	$85.5 - $86.18 $25,650 - $25,854	-300 Reduced 8.77%	3,120 $267,000
Q3 2021 Oct 25, 2021	SELL	$86.09 - $86.31 $2,066 - $2,071	-24 Reduced 0.7%	3,420 $295,000
Q2 2021 Jul 23, 2021	BUY	$86.11 - $86.32 $8,955 - $8,977	104 Added 3.11%	3,444 $297,000
Q1 2021 Apr 22, 2021	SELL	$86.21 - $86.4 $255,181 - $255,744	-2,960 Reduced 46.98%	3,340 $288,000
Q4 2020 Jan 25, 2021	BUY	$86.32 - $86.46 $543,816 - $544,698	6,300 New	6,300 $544,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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