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Chatham Capital Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Chatham Capital Group’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,000
Closed -$665K – 162
2018
Q3 		$665K Hold
8,000
– – 0.17% 101
2018
Q2 		$667K Sell
8,000
-14,000
-64% -$1.17M 0.18% 99
2018
Q1 		$1.84M Buy
+22,000
New +$1.84M 0.49% 40

Other funds holding SHY

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Chatham Capital Group's SHY Position: Q4 2018 in Review

Chatham Capital Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2018, closing a stake of 8,000 shares — an estimated $665K sold.

Chatham Capital Group first reported a position in SHY in Q1 2018 and held it in 3 quarters. The position peaked at $1.84M in Q1 2018. 656 funds tracked by Wall St. Rank hold SHY as of Q4 2018.

  • Chatham Capital Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Chatham Capital Group sold 8,000 iShares 1-3 Year Treasury Bond ETF shares in Q4 2018, an estimated $665K.
  • Chatham Capital Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and held it in 3 quarters.
  • Chatham Capital Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.84M in Q1 2018.
  • 656 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2018.

Based on Chatham Capital Group's 13F filing for Q4 2018, filed 6 Feb 2019.