Arcadia Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Arcadia Investment 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
2018 Q4	–	Sell	-500	Closed	-$42K	–	322
2018 Q3	$42K	Hold	500	–	–	0.01%	237
2018 Q2	$42K	Hold	500	–	–	0.01%	241
2018 Q1	$42K	Sell	500 -100	-17%	-$8.36K	0.01%	240
2017 Q4	$50K	Hold	600	–	–	0.01%	222
2017 Q3	$51K	Buy	600 +100	+20%	+$8.46K	0.02%	219
2017 Q2	$42K	Buy	+500	New	+$42.3K	0.01%	232

Other funds holding SHY

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Arcadia Investment Management's SHY Position: Q4 2018 in Review

Arcadia Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2018, closing a stake of 500 shares — an estimated $42K sold.

Arcadia Investment Management first reported a position in SHY in Q2 2017 and held it in 6 quarters. The position peaked at $51K in Q3 2017. 656 funds tracked by Wall St. Rank hold SHY as of Q4 2018.

Arcadia Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Arcadia Investment Management sold 500 iShares 1-3 Year Treasury Bond ETF shares in Q4 2018, an estimated $42K.
Arcadia Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and held it in 6 quarters.
Arcadia Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $51K in Q3 2017.
656 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2018.

Based on Arcadia Investment Management's 13F filing for Q4 2018, filed 17 Jan 2019.