Synergy Asset Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Synergy Asset Management, LLC

  • $902 Million
  • Q4 2025

A detailed history of Synergy Asset Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Synergy Asset Management, LLC holds 4,771 shares of SHY stock, worth $395,181. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,771
Previous 29,221 83.67%
Holding current value
$395,181
Previous $2.42 Million 83.7%
% of portfolio
0.04%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$82.69 - $83.12 $2.02 Million - $2.03 Million
-24,450 Reduced 83.67%
4,771 $395,000
Q3 2025

Oct 21, 2025
BUY
$82.38 - $83.0 $1.45 Million - $1.47 Million
17,660 Added 152.75%
29,221 $2.42 Million
Q2 2025

Jul 21, 2025
BUY
$82.21 - $83.12 $9,289 - $9,392
113 Added 0.99%
11,561 $957,000
Q1 2025

Apr 22, 2025
BUY
$81.83 - $82.73 $543,187 - $549,161
6,638 Added 138.0%
11,448 $947,000
Q4 2024

Jan 23, 2025
BUY
$81.68 - $82.93 $392,880 - $398,893
4,810 New
4,810 $394,000

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

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