Discipline Wealth Solutions, LLC Ishares Barclays 1 3 Year Trea Transaction History

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 15,662 shares of SHY stock, worth $1.3 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
15,662
Previous 13,453 16.42%
Holding current value
$1.3 Million
Previous $1.11 Million 16.61%
% of portfolio
0.37%
Previous 0.45%

Shares

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

Oct 21, 2025
BUY
$82.38 - $83.0 $181,977 - $183,347
2,209 Added 16.42%
15,662 $1.3 Million
Q2 2025

Jul 07, 2025
BUY
$82.21 - $83.12 $566,755 - $573,029
6,894 Added 105.11%
13,453 $1.11 Million
Q1 2025

Apr 29, 2025
SELL
$81.83 - $82.73 $24,958 - $25,232
-305 Reduced 4.44%
6,559 $542,000
Q4 2024

Feb 26, 2025
SELL
$81.68 - $82.93 $363,067 - $368,623
-4,445 Reduced 39.3%
6,864 $562,000
Q3 2024

Nov 19, 2024
BUY
$81.31 - $83.29 $919,534 - $941,926
11,309 New
11,309 $940,000

Others Institutions Holding SHY

# of Institutions
1,340
Shares Held
245M
Call Options Held
257K
Put Options Held
212K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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