A detailed history of Trajan Wealth LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Trajan Wealth LLC holds 3,698 shares of SHY stock, worth $306,305. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,698
Previous 4,987 25.85%
Holding current value
$306,305
Previous $413 Million 25.76%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$82.38 - $83.0 $106,187 - $106,987
-1,289 Reduced 25.85%
3,698 $307 Million
Q2 2025

Aug 11, 2025

BUY
$82.21 - $83.12 $42,338 - $42,806
515 Added 11.52%
4,987 $413 Million
Q1 2025

May 12, 2025

SELL
$81.83 - $82.73 $9.36 Million - $9.46 Million
-114,324 Reduced 96.24%
4,472 $370 Million
Q4 2024

Feb 13, 2025

SELL
$81.68 - $82.93 $63,955 - $64,934
-783 Reduced 0.65%
118,796 $9.74 Billion
Q3 2024

Oct 25, 2024

BUY
$81.31 - $83.29 $542,419 - $555,627
6,671 Added 5.91%
119,579 $9.94 Billion
Q2 2024

Jul 26, 2024

SELL
$81.05 - $81.66 $342,598 - $345,176
-4,227 Reduced 3.61%
112,908 $9.22 Billion
Q1 2024

May 14, 2024

BUY
$81.49 - $82.34 $9.55 Million - $9.64 Million
117,135 New
117,135 $9.58 Billion

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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