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Arthur Zaske & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Arthur Zaske & Associates’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
2016
Q4 		– Sell
-10,299
Closed -$876K – 84
2016
Q3 		$876K Buy
+10,299
New +$876K 1.3% 12

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Arthur Zaske & Associates's SHY Position: Q4 2016 in Review

Arthur Zaske & Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2016, closing a stake of 10,299 shares — an estimated $876K sold.

Arthur Zaske & Associates first reported a position in SHY in Q3 2016 and held it in 1 quarter. The position peaked at $876K in Q3 2016. 432 funds tracked by Wall St. Rank hold SHY as of Q4 2016.

  • Arthur Zaske & Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Arthur Zaske & Associates sold 10,299 iShares 1-3 Year Treasury Bond ETF shares in Q4 2016, an estimated $876K.
  • Arthur Zaske & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2016 and held it in 1 quarter.
  • Arthur Zaske & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $876K in Q3 2016.
  • 432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2016.

Based on Arthur Zaske & Associates's 13F filing for Q4 2016, filed 7 Feb 2017.