Lodestone Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 347 shares of SHY stock, worth $28,742. This represents 0.01% of its overall portfolio holdings.
Number of Shares
347Holding current value
$28,742% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SHY
# of Institutions
1,342Shares Held
245MCall Options Held
257KPut Options Held
212K-
Morgan Stanley New York, NY33.7MShares$2.79 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
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Captrust Financial Advisors Raleigh, NC17MShares$1.41 Billion3.02% of portfolio
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Bank Of America Corp Charlotte, NC11.7MShares$972 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY10.1MShares$840 Million0.06% of portfolio