Aldebaran Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Aldebaran Financial’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
2019 Q3	–	Sell	-9,075	Closed	-$769K	–	95
2019 Q2	$769K	Hold	9,075	–	–	0.53%	62
2019 Q1	$763K	Hold	9,075	–	–	0.54%	63
2018 Q4	$759K	Hold	9,075	–	–	0.58%	61
2018 Q3	$754K	Hold	9,075	–	–	0.49%	64
2018 Q2	$757K	Hold	9,075	–	–	0.52%	62
2018 Q1	$758K	Hold	9,075	–	–	0.51%	62
2017 Q4	$761K	Buy	9,075 +1,775	+24%	+$149K	0.51%	59
2017 Q3	$616K	Hold	7,300	–	–	0.43%	64
2017 Q2	$617K	Sell	7,300 -3,445	-32%	-$291K	0.45%	63
2017 Q1	$908K	Sell	10,745 -322	-3%	-$27.2K	0.69%	47
2016 Q4	$935K	Buy	+11,067	New	+$937K	0.74%	49
2016 Q1	–	Sell	-2,400	Closed	-$203K	–	104
2015 Q4	$203K	Hold	2,400	–	–	0.19%	97
2015 Q3	$204K	Hold	2,400	–	–	0.19%	94
2015 Q2	$204K	Hold	2,400	–	–	0.17%	103
2015 Q1	$204K	Hold	2,400	–	–	0.18%	106
2014 Q4	$203K	Hold	2,400	–	–	0.18%	106
2014 Q3	$203K	Hold	2,400	–	–	0.18%	106
2014 Q2	$203K	Hold	2,400	–	–	0.16%	115
2014 Q1	$203K	Hold	2,400	–	–	0.18%	112
2013 Q4	$203K	Buy	+2,400	New	+$203K	0.19%	114

Other funds holding SHY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aldebaran Financial's SHY Position: Q3 2019 in Review

Aldebaran Financial sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2019, closing a stake of 9,075 shares — an estimated $769K sold.

Aldebaran Financial first reported a position in SHY in Q4 2013 and held it in 20 quarters. The position peaked at $935K in Q4 2016. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

Aldebaran Financial reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Aldebaran Financial sold 9,075 iShares 1-3 Year Treasury Bond ETF shares in Q3 2019, an estimated $769K.
Aldebaran Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 20 quarters.
Aldebaran Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $935K in Q4 2016.
686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

Based on Aldebaran Financial's 13F filing for Q3 2019, filed 21 Oct 2019.