Winch Advisory Services, LLC Ishares Barclays 1 3 Year Trea Transaction History

Winch Advisory Services, LLC

$387 Million
Q2 2025

A detailed history of Winch Advisory Services, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Winch Advisory Services, LLC holds 41,713 shares of SHY stock, worth $3.45 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

41,713

Previous 41,508 0.49%

Holding current value

$3.45 Million

Previous $3.43 Million 0.67%

% of portfolio

0.89%

Previous 0.96%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$82.21 - $83.12 $16,853 - $17,039	205 Added 0.49%	41,713 $3.46 Million
Q1 2025 May 05, 2025	SELL	$81.83 - $82.73 $5,155 - $5,211	-63 Reduced 0.15%	41,508 $3.43 Million
Q4 2024 Jan 14, 2025	SELL	$81.68 - $82.93 $63,710 - $64,685	-780 Reduced 1.84%	41,571 $3.41 Million
Q3 2024 Oct 21, 2024	SELL	$81.31 - $83.29 $76,919 - $78,792	-946 Reduced 2.18%	42,351 $3.52 Million
Q2 2024 Jul 31, 2024	BUY	$81.05 - $81.66 $28,610 - $28,825	353 Added 0.82%	43,297 $3.54 Million
Q1 2024 May 14, 2024	SELL	$81.49 - $82.34 $115,960 - $117,169	-1,423 Reduced 3.21%	42,944 $3.51 Million
Q4 2023 Jan 18, 2024	SELL	$80.62 - $82.04 $152,210 - $154,891	-1,888 Reduced 4.08%	44,367 $3.64 Million
Q3 2023 Nov 06, 2023	SELL	$80.71 - $81.38 $170,378 - $171,793	-2,111 Reduced 4.36%	46,255 $3.75 Million
Q2 2023 Aug 08, 2023	SELL	$81.05 - $82.41 $210,486 - $214,018	-2,597 Reduced 5.1%	48,366 $3.92 Million
Q1 2023 May 10, 2023	SELL	$80.51 - $82.52 $198,698 - $203,659	-2,468 Reduced 4.62%	50,963 $4.19 Million
Q4 2022 Jan 26, 2023	SELL	$80.6 - $81.52 $410,173 - $414,855	-5,089 Reduced 8.7%	53,431 $4.34 Million
Q3 2022 Oct 31, 2022	SELL	$81.04 - $83.06 $185,095 - $189,709	-2,284 Reduced 3.76%	58,520 $4.75 Million
Q2 2022 Aug 12, 2022	SELL	$81.97 - $83.48 $253,943 - $258,621	-3,098 Reduced 4.85%	60,804 $5.03 Million
Q1 2022 Apr 26, 2022	SELL	$83.25 - $85.49 $362,054 - $371,796	-4,349 Reduced 6.37%	63,902 $5.33 Million
Q4 2021 Feb 04, 2022	SELL	$85.5 - $86.18 $1.15 Million - $1.16 Million	-13,477 Reduced 16.49%	68,251 $5.84 Million
Q3 2021 Nov 10, 2021	SELL	$86.09 - $86.31 $1.99 Million - $1.99 Million	-23,077 Reduced 22.02%	81,728 $7.04 Million
Q2 2021 Aug 05, 2021	SELL	$86.11 - $86.32 $943,937 - $946,239	-10,962 Reduced 9.47%	104,805 $9.03 Million
Q1 2021 May 03, 2021	SELL	$86.21 - $86.4 $3.93 Million - $3.94 Million	-45,603 Reduced 28.26%	115,767 $9.99 Million
Q4 2020 Feb 09, 2021	SELL	$86.32 - $86.46 $1.7 Million - $1.71 Million	-19,744 Reduced 10.9%	161,370 $13.9 Million
Q3 2020 Nov 04, 2020	SELL	$86.46 - $86.63 $1.08 Million - $1.09 Million	-12,529 Reduced 6.47%	181,114 $15.7 Million
Q2 2020 Aug 12, 2020	SELL	$86.48 - $86.8 $11.1 Million - $11.2 Million	-128,621 Reduced 39.91%	193,643 $16.8 Million
Q1 2020 May 13, 2020	BUY	$84.67 - $86.69 $27.3 Million - $27.9 Million	322,264 New	322,264 $27.9 Million

Others Institutions Holding SHY

# of Institutions

1,331

Shares Held

289M

Call Options Held

32.3K

Put Options Held

9.6K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Account

Winch Advisory Services, LLC Ishares Barclays 1 3 Year Trea Transaction History