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Chesapeake Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Chesapeake Wealth Management’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
Q2 		– Sell
-2,560
Closed -$214K – 192
2018
Q1 		$214K Buy
+2,560
New +$214K 0.1% 173

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BlackRock
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMGAM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Chesapeake Wealth Management's SHY Position: Q2 2018 in Review

Chesapeake Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2018, closing a stake of 2,560 shares — an estimated $214K sold.

Chesapeake Wealth Management first reported a position in SHY in Q1 2018 and held it in 1 quarter. The position peaked at $214K in Q1 2018. 534 funds tracked by Wall St. Rank hold SHY as of Q2 2018.

  • Chesapeake Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Chesapeake Wealth Management sold 2,560 iShares 1-3 Year Treasury Bond ETF shares in Q2 2018, an estimated $214K.
  • Chesapeake Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and held it in 1 quarter.
  • Chesapeake Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $214K in Q1 2018.
  • 534 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2018.

Based on Chesapeake Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.