Hfg Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Hfg Wealth Management, LLC

$181 Billion
Q4 2025

A detailed history of Hfg Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 6,065 shares of SHY stock, worth $502,363. This represents 0.28% of its overall portfolio holdings.

Number of Shares

6,065

Previous 10,519 42.34%

Holding current value

$502,363

Previous $873 Million 42.44%

% of portfolio

0.28%

Previous 0.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$82.69 - $83.12 $368,301 - $370,216	-4,454 Reduced 42.34%	6,065 $502 Million
Q3 2025 Nov 14, 2025	SELL	$82.38 - $83.0 $57,830 - $58,266	-702 Reduced 6.26%	10,519 $873 Million
Q3 2025 Oct 03, 2025	BUY	$82.38 - $83.0 $143,094 - $144,171	1,737 Added 18.32%	11,221 $930 Million
Q2 2025 Jul 09, 2025	BUY	$82.21 - $83.12 $51,874 - $52,448	631 Added 7.13%	9,484 $785 Million
Q1 2025 Apr 08, 2025	BUY	$81.83 - $82.73 $724,440 - $732,408	8,853 New	8,853 $726 Million

Q1 2024 Jun 27, 2024	SELL	$81.49 - $82.34 $725,261 - $732,826	-8,900 Closed	0 $0
Q4 2023 Jun 27, 2024	SELL	$80.62 - $82.04 $88,682 - $90,244	-1,100 Reduced 11.0%	8,900 $730 Million
Q1 2023 Jun 27, 2024	BUY	$80.51 - $82.52 $805,100 - $825,200	10,000 New	10,000 $822 Million

Others Institutions Holding SHY

# of Institutions

1,348

Shares Held

245M

Call Options Held

482K

Put Options Held

437K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Hfg Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History