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

Traverso Chambers Private 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
2023 Q4	$1.79M	Sell	21,760 -3,706	-15%	-$301K	0.43%	35
2023 Q3	$2.06M	Sell	25,466 -200,921	-89%	-$16.3M	0.55%	29
2023 Q2	$18.4M	Buy	226,387 +1,830	+0.8%	+$150K	4.82%	6
2023 Q1	$18.4M	Sell	224,557 -2,111	-0.9%	-$172K	5.06%	5
2022 Q4	$18.4M	Buy	226,668 +11,504	+5%	+$933K	5.29%	5
2022 Q3	$17.5M	Buy	215,164 +19,115	+10%	+$1.57M	5.35%	4
2022 Q2	$16.2M	Sell	196,049 -56,985	-23%	-$4.73M	5.43%	5
2022 Q1	$21.1M	Buy	253,034 +7,885	+3%	+$666K	6.29%	4
2021 Q4	$21M	Buy	245,149 +4,384	+2%	+$376K	6.22%	5
2021 Q3	$20.7M	Buy	240,765 +7,680	+3%	+$662K	6.46%	5
2021 Q2	$20.1M	Buy	233,085 +13,799	+6%	+$1.19M	6.33%	5
2021 Q1	$18.9M	Buy	219,286 +16,660	+8%	+$1.44M	6.38%	5
2020 Q4	$17.5M	Buy	202,626 +2,056	+1%	+$178K	6.29%	5
2020 Q3	$17.4M	Buy	200,570 +30,165	+18%	+$2.61M	6.71%	5
2020 Q2	$14.8M	Buy	170,405 +8,237	+5%	+$713K	6.19%	5
2020 Q1	$14.1M	Buy	162,168 +24,576	+18%	+$2.1M	6.62%	5
2019 Q4	$11.6M	Buy	137,592 +8,359	+6%	+$708K	4.95%	7
2019 Q3	$11M	Buy	129,233 +4,292	+3%	+$364K	5.24%	7
2019 Q2	$10.6M	Buy	124,941 +2,050	+2%	+$173K	5.16%	7
2019 Q1	$10.3M	Sell	122,891 -3,170	-3%	-$265K	5.07%	7
2018 Q4	$10.5M	Buy	+126,061	New	+$10.5M	5.69%	6

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Traverso Chambers Private Wealth Management's SHY Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q4 2023, selling an estimated $301K and leaving 21,760 shares worth $1.79M. The position accounts for 0.43% of the portfolio, ranked #35.

Traverso Chambers Private Wealth Management first reported a position in SHY in Q4 2018 and has held it in 21 quarters since. The position peaked at $21.1M in Q1 2022. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Traverso Chambers Private Wealth Management held 21,760 shares of iShares 1-3 Year Treasury Bond ETF worth $1.79M as of Q4 2023.
Traverso Chambers Private Wealth Management sold 3,706 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $301K.
iShares 1-3 Year Treasury Bond ETF made up 0.43% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #35 holding.
Traverso Chambers Private Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $21.1M in Q1 2022.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.