Pmg Wealth Management, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Pmg Wealth Management, Inc.

$136 Billion
Q4 2025

A detailed history of Pmg Wealth Management, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 27,722 shares of SHY stock, worth $2.3 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

27,722

Previous 27,522 0.73%

Holding current value

$2.3 Million

Previous $2.28 Billion 0.73%

% of portfolio

1.68%

Previous 1.74%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$82.69 - $83.12 $16,538 - $16,624	200 Added 0.73%	27,722 $2.3 Billion
Q3 2025 Oct 31, 2025	SELL	$82.38 - $83.0 $16,064 - $16,185	-195 Reduced 0.7%	27,522 $2.28 Billion
Q2 2025 Jul 17, 2025	SELL	$82.21 - $83.12 $62,890 - $63,586	-765 Reduced 2.69%	27,717 $2.29 Billion
Q1 2025 Apr 09, 2025	BUY	$81.83 - $82.73 $28,640 - $28,955	350 Added 1.24%	28,482 $2.35 Billion
Q4 2024 Feb 03, 2025	BUY	$81.68 - $82.93 $2.3 Million - $2.33 Million	28,132 New	28,132 $2.31 Billion

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
Sector ETFs
Industry ETFs

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Pmg Wealth Management, Inc. Ishares Barclays 1 3 Year Trea Transaction History