1919 Investment Counsel’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

1919 Investment Counsel’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
2014 Q3	$1.09M	Sell	12,895 -330	-2%	-$27.9K	0.02%	378
2014 Q2	$1.12M	Sell	13,225 -4,155	-24%	-$351K	0.02%	369
2014 Q1	$1.47M	Sell	17,380 -135	-0.8%	-$11.4K	0.03%	339
2013 Q4	$1.48M	Buy	17,515 +343	+2%	+$29K	0.03%	338
2013 Q3	$1.45M	Buy	17,172 +537	+3%	+$45.3K	0.03%	334
2013 Q2	$1.4M	Buy	+16,635	New	+$1.4M	0.03%	324

Other funds holding SHY

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

1919 Investment Counsel's SHY Position: Q3 2014 in Review

1919 Investment Counsel reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.5% in Q3 2014, selling an estimated $27.9K and leaving 12,895 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #378.

1919 Investment Counsel first reported a position in SHY in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.48M in Q4 2013. 334 funds tracked by Wall St. Rank hold SHY as of Q3 2014.

1919 Investment Counsel held 12,895 shares of iShares 1-3 Year Treasury Bond ETF worth $1.09M as of Q3 2014.
1919 Investment Counsel sold 330 iShares 1-3 Year Treasury Bond ETF shares in Q3 2014, an estimated $27.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of 1919 Investment Counsel's portfolio in Q3 2014, its #378 holding.
1919 Investment Counsel first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 6 quarters since.
1919 Investment Counsel's iShares 1-3 Year Treasury Bond ETF position peaked at $1.48M in Q4 2013.
334 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.