A detailed history of Ethos Financial Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Ethos Financial Group, LLC holds 5,991 shares of SHY stock, worth $496,234. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,991
Previous 171,383 96.5%
Holding current value
$496,234
Previous $14.2 Million 96.5%
% of portfolio
0.05%
Previous 1.41%

Shares

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

Oct 23, 2025

SELL
$82.38 - $83.0 $13.6 Million - $13.7 Million
-165,392 Reduced 96.5%
5,991 $497,000
Q2 2025

Aug 06, 2025

BUY
$82.21 - $83.12 $2.19 Million - $2.22 Million
26,671 Added 18.43%
171,383 $14.2 Million
Q1 2025

May 13, 2025

BUY
$81.83 - $82.73 $1.37 Million - $1.39 Million
16,793 Added 13.13%
144,712 $12 Million
Q4 2024

Feb 06, 2025

BUY
$81.68 - $82.93 $10.4 Million - $10.6 Million
127,919 New
127,919 $10.5 Million
Q1 2023

Apr 20, 2023

BUY
$80.51 - $82.52 $145,723 - $149,361
1,810 Added 2.27%
81,411 $6.69 Million
Q4 2022

Feb 09, 2023

BUY
$80.6 - $81.52 $6.42 Million - $6.49 Million
79,601 New
79,601 $6.46 Billion

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.