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

Dorchester 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
2022
Q2 		– Sell
-2,850
Closed -$297K – 168
2022
Q1 		$297K Buy
+2,850
New +$241K 0.05% 131

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Dorchester Wealth Management's SHY Position: Q2 2022 in Review

Dorchester Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 2,850 shares — an estimated $297K sold.

Dorchester Wealth Management first reported a position in SHY in Q1 2022 and held it in 1 quarter. The position peaked at $297K in Q1 2022. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • Dorchester Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Dorchester Wealth Management sold 2,850 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $297K.
  • Dorchester Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Dorchester Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $297K in Q1 2022.
  • 995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Dorchester Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.