ARS Investment Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

ARS Investment Partners’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 Q2	–	Sell	-28,399	Closed	-$2.37M	–	150
2018 Q1	$2.37M	Buy	28,399 +1,665	+6%	+$139K	0.29%	58
2017 Q4	$2.24M	Sell	26,734 -1,071	-4%	-$90.1K	0.27%	65
2017 Q3	$2.35M	Buy	27,805 +103	+0.4%	+$8.71K	0.3%	61
2017 Q2	$2.34M	Buy	27,702 +9,234	+50%	+$781K	0.32%	65
2017 Q1	$1.56M	Buy	18,468 +14,787	+402%	+$1.25M	0.23%	78
2016 Q4	$311K	Buy	+3,681	New	+$312K	0.05%	141

Other funds holding SHY

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

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

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

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

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

MLM

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RBA

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

ARS Investment Partners's SHY Position: Q2 2018 in Review

ARS Investment Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2018, closing a stake of 28,399 shares — an estimated $2.37M sold.

ARS Investment Partners first reported a position in SHY in Q4 2016 and held it in 6 quarters. The position peaked at $2.37M in Q1 2018. 533 funds tracked by Wall St. Rank hold SHY as of Q2 2018.

ARS Investment Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
ARS Investment Partners sold 28,399 iShares 1-3 Year Treasury Bond ETF shares in Q2 2018, an estimated $2.37M.
ARS Investment Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and held it in 6 quarters.
ARS Investment Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $2.37M in Q1 2018.
533 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2018.

Based on ARS Investment Partners's 13F filing for Q2 2018, filed 13 Aug 2018.