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

Aviance Capital 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
2017
Q4 		– Sell
-12
Closed -$1K – 326
2017
Q3 		$1K Buy
+12
New +$1.01K ﹤0.01% 317
2014
Q2 		– Sell
-10,588
Closed -$894K – 311
2014
Q1 		$894K Buy
10,588
+7,642
+259% +$646K 0.05% 155
2013
Q4 		$249K Sell
2,946
-1,324
-31% -$112K 0.13% 122
2013
Q3 		$361K Sell
4,270
-18
-0.4% -$1.52K 0.21% 89
2013
Q2 		$361K Buy
+4,288
New +$362K 0.2% 101

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Aviance Capital Management's SHY Position: Q4 2017 in Review

Aviance Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2017, closing a stake of 12 shares — an estimated $1K sold.

Aviance Capital Management first reported a position in SHY in Q2 2013 and held it in 5 quarters. The position peaked at $894K in Q1 2014. 519 funds tracked by Wall St. Rank hold SHY as of Q4 2017.

  • Aviance Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Aviance Capital Management sold 12 iShares 1-3 Year Treasury Bond ETF shares in Q4 2017, an estimated $1K.
  • Aviance Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 5 quarters.
  • Aviance Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $894K in Q1 2014.
  • 519 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2017.

Based on Aviance Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.