Principia Wealth Advisory, LLC Ishares Barclays 1 3 Year Trea Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 34,673 shares of SHY stock, worth $2.87 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
34,673
Previous 47,228 26.58%
Holding current value
$2.87 Million
Previous $3.9 Billion 26.35%
% of portfolio
2.43%
Previous 3.74%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$82.21 - $83.12 $1.03 Million - $1.04 Million
-12,555 Reduced 26.58%
34,673 $2.87 Billion
Q1 2025

Apr 11, 2025
BUY
$81.83 - $82.73 $942,927 - $953,297
11,523 Added 32.27%
47,228 $3.9 Billion
Q4 2024

Apr 11, 2025
BUY
$81.68 - $82.93 $2.92 Million - $2.96 Million
35,705 New
35,705 $2.93 Billion

Others Institutions Holding SHY

# of Institutions
1,340
Shares Held
245M
Call Options Held
257K
Put Options Held
212K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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