Punch & Associates Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $7.87K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $12K | Sell |
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|
2020
Q1 | $4.8M | Sell |
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|
2019
Q4 | $4.95M | Sell |
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|
2019
Q3 | $10.4M | Sell |
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|
2019
Q2 | $10.4M | Sell |
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|
2019
Q1 | $10.6M | Buy |
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|
2018
Q4 | $6.71M | Sell |
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|
2018
Q3 | $8.65M | Sell |
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|
2018
Q2 | $9.08M | Buy |
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|
2018
Q1 | $7.97M | Sell |
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|
2017
Q4 | $9.96M | Sell |
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|
2017
Q3 | $11.8M | Buy |
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|
2017
Q2 | $10.5M | Sell |
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|
2017
Q1 | $12M | Sell |
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|
2016
Q4 | $12.5M | Sell |
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|
2016
Q3 | $14.2M | Buy |
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|
2016
Q2 | $9.39M | Buy |
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|
2016
Q1 | $8.16M | Buy |
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|
2015
Q4 | $130K | Sell |
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|
2015
Q3 | $218K | Sell |
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|
2015
Q2 | $250K | Hold |
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|
2015
Q1 | $250K | Hold |
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|
2014
Q4 | $249K | Sell |
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|
2014
Q3 | $271K | Sell |
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|
2014
Q2 | $363K | Sell |
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|
2014
Q1 | $591K | Buy |
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|
2013
Q4 | $582K | Sell |
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|
2013
Q3 | $738K | Sell |
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|
2013
Q2 | $3.15M | Buy |
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