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AFAM Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

AFAM Capital’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
2018
Q3 		$3.35M Sell
40,278
-1,146
-3% -$95.3K 0.47% 83
2018
Q2 		$3.45M Sell
41,424
-59,584
-59% -$4.96M 0.5% 80
2018
Q1 		$8.44M Buy
+101,008
New +$8.44M 0.93% 28

Other funds holding SHY

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AFAM Capital's SHY Position: Q3 2018 in Review

AFAM Capital reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.8% in Q3 2018, selling an estimated $95.3K and leaving 40,278 shares worth $3.35M. The position accounts for 0.47% of the portfolio, ranked #83.

AFAM Capital first reported a position in SHY in Q1 2018 and has held it in 3 quarters since. The position peaked at $8.44M in Q1 2018. 530 funds tracked by Wall St. Rank hold SHY as of Q3 2018.

  • AFAM Capital held 40,278 shares of iShares 1-3 Year Treasury Bond ETF worth $3.35M as of Q3 2018.
  • AFAM Capital sold 1,146 iShares 1-3 Year Treasury Bond ETF shares in Q3 2018, an estimated $95.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.47% of AFAM Capital's portfolio in Q3 2018, its #83 holding.
  • AFAM Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and has held it in 3 quarters since.
  • AFAM Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $8.44M in Q1 2018.
  • 530 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2018.

Based on AFAM Capital's 13F filing for Q3 2018, filed 14 Nov 2018.