Stevens Capital Partners’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
Q1
Sell
-12,109
Closed -$983K 51
2022
Q4
$983K Buy
+12,109
New +$982K 0.87% 28

Other funds holding SHY

Stevens Capital Partners's SHY Position: Q1 2023 in Review

Stevens Capital Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 12,109 shares — an estimated $983K sold.

Stevens Capital Partners first reported a position in SHY in Q4 2022 and held it in 1 quarter. The position peaked at $983K in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Stevens Capital Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Stevens Capital Partners sold 12,109 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $983K.
  • Stevens Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Stevens Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $983K in Q4 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Stevens Capital Partners's 13F filing for Q1 2023, filed 27 Apr 2023.