Axa
SHY icon

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

Axa’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
-8,113
Closed -$678K – 1406
2018
Q1 		$678K Sell
8,113
-2,950
-27% -$246K ﹤0.01% 1091
2017
Q4 		$928K Sell
11,063
-1,690
-13% -$142K ﹤0.01% 1022
2017
Q3 		$1.08M Buy
12,753
+1,690
+15% +$143K ﹤0.01% 945
2017
Q2 		$935K Buy
11,063
+5,183
+88% +$438K ﹤0.01% 943
2017
Q1 		$497K Buy
+5,880
New +$497K ﹤0.01% 1078
2015
Q4 		– Sell
-6,005,194
Closed -$510M – 1483
2015
Q3 		$510M Buy
+6,005,194
New +$509M 2.09% 3

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return