Chartwell Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.59M | Hold |
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|
2024
Q2 | $1.56M | Buy |
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2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.35M | Hold |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $852K | Buy |
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|
2022
Q3 | $547K | Sell |
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|
2022
Q2 | $661K | Buy |
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|
2022
Q1 | $659K | Buy |
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|
2021
Q4 | $622K | Buy |
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|
2021
Q3 | $454K | Hold |
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|
2021
Q2 | $454K | Sell |
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|
2021
Q1 | $660K | Sell |
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|
2020
Q4 | $673K | Hold |
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|
2020
Q3 | $674K | Buy |
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|
2020
Q2 | $444K | Buy |
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