Family Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Family Wealth Partners, LLC

$267 Billion
Q3 2025

A detailed history of Family Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Family Wealth Partners, LLC holds 30,557 shares of SHY stock, worth $2.53 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

30,557

Previous 30,860 0.98%

Holding current value

$2.53 Million

Previous $2.56 Billion 0.86%

% of portfolio

0.95%

Previous 1.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$82.38 - $83.0 $24,961 - $25,149	-303 Reduced 0.98%	30,557 $2.53 Billion
Q2 2025 Jul 14, 2025	SELL	$82.21 - $83.12 $45,873 - $46,380	-558 Reduced 1.78%	30,860 $2.56 Billion
Q1 2025 Apr 16, 2025	SELL	$81.83 - $82.73 $96,804 - $97,869	-1,183 Reduced 3.63%	31,418 $2.6 Billion
Q4 2024 Jan 14, 2025	BUY	$81.68 - $82.93 $194,153 - $197,124	2,377 Added 7.86%	32,601 $2.67 Billion
Q3 2024 Oct 09, 2024	SELL	$81.31 - $83.29 $184,329 - $188,818	-2,267 Reduced 6.98%	30,224 $2.51 Billion

Q2 2024 Jul 10, 2024	BUY	$81.05 - $81.66 $6,565 - $6,614	81 Added 0.25%	32,491 $2.65 Billion
Q1 2024 Apr 16, 2024	SELL	$81.49 - $82.34 $539,382 - $545,008	-6,619 Reduced 16.96%	32,410 $2.65 Billion
Q4 2023 Mar 20, 2024	BUY	$80.62 - $82.04 $3.15 Million - $3.2 Million	39,029 New	39,029 $3.2 Billion

Others Institutions Holding SHY

# of Institutions

1,343

Shares Held

245M

Call Options Held

257K

Put Options Held

212K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Family Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History