Accuvest Global Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Accuvest Global Advisors’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 Q4	–	Sell	-35,499	Closed	-$3M	–	105
2014 Q3	$3M	Buy	35,499 +8,950	+34%	+$756K	0.99%	24
2014 Q2	$2.25M	Buy	26,549 +18,290	+221%	+$1.55M	0.69%	30
2014 Q1	$697K	Buy	8,259 +4,520	+121%	+$382K	0.18%	40
2013 Q4	$315K	Sell	3,739 -325,600	-99%	-$27.5M	0.07%	64
2013 Q3	$27.8M	Buy	329,339 +100,755	+44%	+$8.5M	7.04%	4
2013 Q2	$19.3M	Buy	+228,584	New	+$19.3M	4.24%	7

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TAIM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WIM

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

Accuvest Global Advisors's SHY Position: Q4 2014 in Review

Accuvest Global Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2014, closing a stake of 35,499 shares — an estimated $3M sold.

Accuvest Global Advisors first reported a position in SHY in Q2 2013 and held it in 6 quarters. The position peaked at $27.8M in Q3 2013. 363 funds tracked by Wall St. Rank hold SHY as of Q4 2014.

Accuvest Global Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2014 after selling out during the quarter.
Accuvest Global Advisors sold 35,499 iShares 1-3 Year Treasury Bond ETF shares in Q4 2014, an estimated $3M.
Accuvest Global Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 6 quarters.
Accuvest Global Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $27.8M in Q3 2013.
363 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2014.

Based on Accuvest Global Advisors's 13F filing for Q4 2014, filed 14 Jan 2015.