Interchange Capital Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Interchange Capital Partners’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
2021 Q4	–	Sell	-3,095	Closed	-$266K	–	188
2021 Q3	$266K	Buy	+3,095	New	+$267K	0.44%	76
2021 Q2	–	Sell	-2,593	Closed	-$223K	–	199
2021 Q1	$223K	Sell	2,593 -175	-6%	-$15.1K	0.12%	207
2020 Q4	$239K	Buy	+2,768	New	+$239K	0.13%	182

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Interchange Capital Partners's SHY Position: Q4 2021 in Review

Interchange Capital Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 3,095 shares — an estimated $266K sold.

Interchange Capital Partners first reported a position in SHY in Q4 2020 and held it in 3 quarters. The position peaked at $266K in Q3 2021. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

Interchange Capital Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Interchange Capital Partners sold 3,095 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $266K.
Interchange Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 3 quarters.
Interchange Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $266K in Q3 2021.
915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Interchange Capital Partners's 13F filing for Q4 2021, filed 4 Feb 2022.