New Edge Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, New Edge Wealth, LLC holds 22,029 shares of SHY stock, worth $1.82 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

22,029

Previous 7,029 213.4%

Holding current value

$1.82 Million

Previous $582,000 213.92%

% of portfolio

0.03%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$82.38 - $83.0 $1.24 Million - $1.25 Million	15,000 Added 213.4%	22,029 $1.83 Million
Q2 2025 Aug 11, 2025	SELL	$82.21 - $83.12 $221,309 - $223,759	-2,692 Reduced 27.69%	7,029 $582,000
Q1 2025 May 09, 2025	SELL	$81.83 - $82.73 $18,493 - $18,696	-226 Reduced 2.27%	9,721 $804,000
Q4 2024 Feb 04, 2025	BUY	$81.68 - $82.93 $55,134 - $55,977	675 Added 7.28%	9,947 $815,000
Q3 2024 Nov 12, 2024	BUY	$81.31 - $83.29 $468,752 - $480,166	5,765 Added 164.39%	9,272 $770,000

Q2 2024 Aug 01, 2024	BUY	$81.05 - $81.66 $47,819 - $48,179	590 Added 20.23%	3,507 $286,000
Q1 2024 May 06, 2024	BUY	$81.49 - $82.34 $237,706 - $240,185	2,917 New	2,917 $238,000

Others Institutions Holding SHY

# of Institutions

1,341

Shares Held

245M

Call Options Held

257K

Put Options Held

212K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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New Edge Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History