A detailed history of Napa Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Napa Wealth Management holds 3,317 shares of SHY stock, worth $274,747. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,317
Previous 3,692 10.16%
Holding current value
$274,747
Previous $306 Million 10.05%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Nov 12, 2025

SELL
$82.38 - $83.0 $30,892 - $31,125
-375 Reduced 10.16%
3,317 $275 Million
Q2 2025

Aug 14, 2025

SELL
$82.21 - $83.12 $27,129 - $27,429
-330 Reduced 8.2%
3,692 $306 Million
Q1 2025

May 14, 2025

SELL
$81.83 - $82.73 $42,797 - $43,267
-523 Reduced 11.51%
4,022 $333 Million
Q4 2024

Feb 14, 2025

SELL
$81.68 - $82.93 $454,304 - $461,256
-5,562 Reduced 55.03%
4,545 $373 Million
Q3 2024

Nov 07, 2024

SELL
$81.31 - $83.29 $378,498 - $387,714
-4,655 Reduced 31.53%
10,107 $840 Million
Q2 2024

Aug 14, 2024

SELL
$81.05 - $81.66 $570,916 - $575,213
-7,044 Reduced 32.3%
14,762 $1.21 Billion
Q1 2024

Aug 14, 2024

SELL
$81.49 - $82.34 $3.31 Million - $3.34 Million
-40,615 Reduced 65.07%
21,806 $1.78 Billion
Q4 2023

Feb 22, 2024

BUY
$80.62 - $82.04 $5.03 Million - $5.12 Million
62,421 New
62,421 $5.12 Billion

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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