Ownership history in SYNTAX RESEARCH, INC. · 10 quarters on record
This page tracks every 13F SEC filing in which SYNTAX RESEARCH, INC. 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 Q4 | REDUCED | 79,015 | -5,823 | -6.9% | 4.04% | $6.5M | $82.35 |
| 2025 Q3 | ADDED | 84,838 | +2,322 | +2.8% | 4.52% | $7.0M | $81.48 |
| 2025 Q2 | REDUCED | 82,516 | -6,822 | -7.6% | 4.86% | $6.8M | $80.60 |
| 2025 Q1 | ADDED | 89,338 | +8,140 | +10.0% | 5.10% | $7.4M | $79.69 |
| 2024 Q4 | REDUCED | 81,198 | -3,124 | -3.7% | 4.77% | $6.7M | $78.46 |
| 2024 Q3 | REDUCED | 84,322 | -67,086 | -44.3% | 4.74% | $7.0M | $78.53 |
| 2024 Q2 | ADDED | 151,408 | +19,443 | +14.7% | 9.78% | $12.4M | $76.34 |
| 2024 Q1 | REDUCED | 131,965 | -2,036 | -1.5% | 8.24% | $10.8M | $75.71 |
| 2023 Q4 | REDUCED | 134,001 | -5,910 | -4.2% | 9.20% | $11.0M | $75.51 |
| 2023 Q3 | INITIATED | 139,911 | — | — | 9.17% | $11.3M | — |
As of 2025 Q4 — sorted by position size