Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR
AXXCESS WEALTH MANAGEMENT, LLC holds 57,968 shares of SHY (ISHARES TR), worth $4.8M as of 2026-Q1. The position was increased (+3.2% shares). SHY represents 0.2% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$4.8M
Current Shares
57,968
Total Value Change
-$470,751
Total Shares Change
-6,419
Other major holders of SHY: MORGAN STANLEY
Increased |
| 57,968 |
+3.2% |
| $4.8M |
| 0.2% |
| $82.80 |
33 |
| 2025-Q4 | Decreased | 56,182 | -30.7% | $4.7M | 0.1% | $82.60 | 0 |
| 2025-Q3 | Increased | 81,115 | +8.4% | $6.7M | 0.1% | $81.66 | 35 |
| 2025-Q2 | Increased | 74,817 | +83.9% | $6.2M | 0.1% | $80.76 | 50 |
| 2025-Q1 | Increased | 40,684 | +0.0% | $3.4M | 0.1% | $79.85 | 26 |
| 2024-Q4 | Decreased | 40,675 | -8.4% | $3.3M | 0.1% | $78.63 | 0 |
| 2024-Q3 | Decreased | 44,395 | -31.1% | $3.7M | 0.1% | $78.85 | 0 |
| 2024-Q2 | Decreased | 64,387 | -13.1% | $5.3M | 0.1% | $76.54 | 0 |