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Dean Investment Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Dean Investment Associates’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
2024
Q1 		– Sell
-2,625
Closed -$215K – 213
2023
Q4 		$215K Buy
+2,625
New +$213K 0.03% 206

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BL
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Dean Investment Associates's SHY Position: Q1 2024 in Review

Dean Investment Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 2,625 shares — an estimated $215K sold.

Dean Investment Associates first reported a position in SHY in Q4 2023 and held it in 1 quarter. The position peaked at $215K in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Dean Investment Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Dean Investment Associates sold 2,625 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $215K.
  • Dean Investment Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Dean Investment Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $215K in Q4 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Dean Investment Associates's 13F filing for Q1 2024, filed 14 May 2024.