Baker Avenue Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-475
Closed -$38.5K 1718
2023
Q2
$38.5K Buy
475
+3
+0.6% +$245 ﹤0.01% 561
2023
Q1
$38.8K Sell
472
-397
-46% -$32.4K ﹤0.01% 569
2022
Q4
$70.5K Buy
+869
New +$70.5K ﹤0.01% 447

Other funds holding SHY

Baker Avenue Asset Management's SHY Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 475 shares — an estimated $38.5K sold.

Baker Avenue Asset Management first reported a position in SHY in Q4 2022 and held it in 3 quarters. The position peaked at $70.5K in Q4 2022. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 475 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $38.5K.
  • Baker Avenue Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
  • Baker Avenue Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $70.5K in Q4 2022.
  • 1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.