Fund Insights
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Largest Fund Trades
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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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BHWM
Bar Harbor Wealth Management’s
iShares 1-3 Year Treasury Bond ETF
SHY
Stock Holding History
Bar Harbor Wealth Management’s Portfolio
SHY Stock Details
SHY Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$228K
Buy
2023
Q4
–
Sell
2023
Q3
$228K
Sell
2023
Q2
$296K
Hold
2023
Q1
$300K
Sell
2022
Q4
$619K
Sell
2022
Q3
$1.28M
Buy
2020
Q1
–
Sell
2019
Q4
$533K
Sell
2019
Q3
$576K
Buy
2019
Q2
$264K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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