Mesirow Financial Investment Management - Fixed Income’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $321K | Hold |
3,914
| – | – | 0.33% | 13 |
|
|
2024
Q3 | $325K | Hold |
3,914
| – | – | 0.32% | 13 |
|
|
2024
Q2 | $320K | Hold |
3,914
| – | – | 0.27% | 13 |
|
|
2024
Q1 | $320K | Hold |
3,914
| – | – | 0.42% | 13 |
|
|
2023
Q4 | $321K | Hold |
3,914
| – | – | 0.48% | 12 |
|
|
2023
Q3 | $317K | Sell |
3,914
-294
| -7% | -$23.8K | 0.36% | 13 |
|
|
2023
Q2 | $341K | Hold |
4,208
| – | – | 0.55% | 10 |
|
|
2023
Q1 | $346K | Hold |
4,208
| – | – | 0.26% | 11 |
|
|
2022
Q4 | $342K | Hold |
4,208
| – | – | 0.54% | 11 |
|
|
2022
Q3 | $342K | Hold |
4,208
| – | – | 0.62% | 10 |
|
|
2022
Q2 | $348K | Hold |
4,208
| – | – | 0.04% | 116 |
|
|
2022
Q1 | $351K | Hold |
4,208
| – | – | 0.04% | 115 |
|
|
2021
Q4 | $360K | Hold |
4,208
| – | – | 0.04% | 124 |
|
|
2021
Q3 | $363K | Sell |
4,208
-465
| -10% | -$40.1K | 0.04% | 123 |
|
|
2021
Q2 | $403K | Hold |
4,673
| – | – | 0.05% | 126 |
|
|
2021
Q1 | $403K | Hold |
4,673
| – | – | 0.05% | 129 |
|
|
2020
Q4 | $404K | Hold |
4,673
| – | – | 0.05% | 126 |
|
|
2020
Q3 | $404K | Buy |
+4,673
| New | +$404K | 0.07% | 126 |
|