Ownership history in Hamilton Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Hamilton Wealth, LLC reported a position in ISHARES TR (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,690 | -42,341 | -92.0% | 0.07% | $303K | $81.48 |
| 2024 Q3 | REDUCED | 46,031 | -10,169 | -18.1% | 0.94% | $3.8M | $78.53 |
| 2024 Q2 | ADDED | 56,200 | +641 | +1.2% | 1.23% | $4.6M | $76.34 |
| 2024 Q1 | ADDED | 55,559 | +4,164 | +8.1% | 1.42% | $4.5M | $75.71 |
| 2023 Q4 | ADDED | 51,395 | +2,351 | +4.8% | 1.33% | $4.2M | $75.51 |
| 2023 Q3 | ADDED | 49,044 | +38,038 | +345.6% | 1.42% | $4.0M | $73.66 |
| 2023 Q2 | REDUCED | 11,006 | -3,700 | -25.2% | 0.31% | $892K | $73.20 |
| 2023 Q1 | ADDED | 14,706 | +11,321 | +334.4% | 0.43% | $1.2M | $73.66 |
| 2020 Q4 | INITIATED | 3,385 | — | — | 0.15% | $292K | $75.96 |
As of 2025 Q4 — sorted by position size