Jnba Financial Advisors Ishares Barclays 1 3 Year Trea Transaction History

Jnba Financial Advisors

$970 Million
Q4 2024

A detailed history of Jnba Financial Advisors transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Jnba Financial Advisors holds 1,288 shares of SHY stock, worth $106,182. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,288

Previous 2,246 42.65%

Holding current value

$106,182

Previous $186,000 43.55%

% of portfolio

0.01%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$81.68 - $82.93 $78,249 - $79,446	-958 Reduced 42.65%	1,288 $105,000
Q3 2024 Oct 30, 2024	SELL	$81.31 - $83.29 $408,582 - $418,532	-5,025 Reduced 69.11%	2,246 $186,000
Q2 2024 Jul 22, 2024	SELL	$81.05 - $81.66 $44,901 - $45,239	-554 Reduced 7.08%	7,271 $593,000
Q1 2024 Apr 26, 2024	SELL	$81.49 - $82.34 $24,854 - $25,113	-305 Reduced 3.75%	7,825 $639,000
Q4 2023 Feb 07, 2024	BUY	$80.62 - $82.04 $70,542 - $71,785	875 Added 12.06%	8,130 $666,000
Q3 2023 Nov 02, 2023	SELL	$80.71 - $81.38 $5,004 - $5,045	-62 Reduced 0.85%	7,255 $587,000
Q2 2023 Aug 03, 2023	SELL	$81.05 - $82.41 $14,913 - $15,163	-184 Reduced 2.45%	7,317 $593,000
Q1 2023 May 01, 2023	BUY	$80.51 - $82.52 $79,463 - $81,447	987 Added 15.15%	7,501 $616,000
Q4 2022 Feb 06, 2023	BUY	$80.6 - $81.52 $49,649 - $50,216	616 Added 10.44%	6,514 $528,000
Q3 2022 Nov 07, 2022	BUY	$81.04 - $83.06 $73,422 - $75,252	906 Added 18.15%	5,898 $479,000
Q2 2022 Jul 22, 2022	BUY	$81.97 - $83.48 $409,194 - $416,732	4,992 New	4,992 $413,000
Q3 2021 Nov 10, 2021	SELL	$86.09 - $86.31 $10,158 - $10,184	-118 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$86.11 - $86.32 $76,810 - $76,997	-892 Reduced 88.32%	118 $10,000
Q4 2020 Jan 25, 2021	SELL	$86.32 - $86.46 $27,622 - $27,667	-320 Reduced 24.06%	1,010 $87,000
Q3 2020 Nov 05, 2020	SELL	$86.46 - $86.63 $324,743 - $325,382	-3,756 Reduced 73.85%	1,330 $115,000
Q1 2020 May 01, 2020	BUY	$84.67 - $86.69 $94,237 - $96,485	1,113 Added 28.01%	5,086 $441,000
Q4 2019 Feb 10, 2020	SELL	$84.51 - $85.05 $149,836 - $150,793	-1,773 Reduced 30.86%	3,973 $336,000
Q3 2019 Nov 01, 2019	SELL	$84.4 - $85.1 $323,505 - $326,188	-3,833 Reduced 40.01%	5,746 $487,000
Q2 2019 Jul 26, 2019	SELL	$83.84 - $84.81 $194,844 - $197,098	-2,324 Reduced 19.52%	9,579 $812,000
Q1 2019 May 01, 2019	SELL	$83.51 - $84.18 $134,534 - $135,613	-1,611 Reduced 11.92%	11,903 $1 Million
Q4 2018 Feb 07, 2019	BUY	$82.85 - $83.62 $1.11 Million - $1.12 Million	13,421 Added 14431.18%	13,514 $1.13 Million
Q3 2018 Nov 01, 2018	SELL	$83.02 - $83.34 $1.45 Million - $1.46 Million	-17,498 Reduced 99.47%	93 $8,000
Q2 2018 Jul 17, 2018	SELL	$83.11 - $83.6 $719,649 - $723,892	-8,659 Reduced 32.99%	17,591 $1.47 Million
Q1 2018 May 07, 2018	SELL	$83.38 - $83.82 $874,322 - $878,936	-10,486 Reduced 28.54%	26,250 $26.3 Million
Q4 2017 Jan 31, 2018	SELL	$83.78 - $84.55 $4.38 Million - $4.42 Million	-52,227 Reduced 58.71%	36,736 $3.08 Million
Q3 2017 Nov 13, 2017	SELL	$84.45 - $84.47 $52.1 Million - $52.1 Million	-617,324 Reduced 87.4%	88,963 $7.51 Million
Q2 2017 Aug 14, 2017	BUY	N/A	706,287	706,287 $59.7 Million

Others Institutions Holding SHY

# of Institutions

1,283

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Jnba Financial Advisors with notifications on news.

Account

Jnba Financial Advisors Ishares Barclays 1 3 Year Trea Transaction History