CPIG
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Chicago Partners Investment Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Chicago Partners Investment Group’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,393
Closed -$375K – 607
2021
Q3 		$375K Buy
+3,393
New +$375K 0.03% 392

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Bank of America
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Fidelity Investments
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Chicago Partners Investment Group's SHV Position: Q4 2021 in Review

Chicago Partners Investment Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2021, closing a stake of 3,393 shares — an estimated $375K sold.

Chicago Partners Investment Group first reported a position in SHV in Q3 2021 and held it in 1 quarter. The position peaked at $375K in Q3 2021. 463 funds tracked by Wall St. Rank hold SHV as of Q4 2021.

  • Chicago Partners Investment Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Chicago Partners Investment Group sold 3,393 iShares 0-1 Year Treasury Bond ETF shares in Q4 2021, an estimated $375K.
  • Chicago Partners Investment Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
  • Chicago Partners Investment Group's iShares 0-1 Year Treasury Bond ETF position peaked at $375K in Q3 2021.
  • 463 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2021.

Based on Chicago Partners Investment Group's 13F filing for Q4 2021, filed 15 Feb 2022.