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

Baird’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
2015
Q1 		$9.72M Buy
114,539
+7,382
+7% +$625K 0.1% 214
2014
Q4 		$9.05M Sell
107,157
-5,098
-5% -$432K 0.1% 227
2014
Q3 		$9.49M Buy
112,255
+7,622
+7% +$644K 0.13% 165
2014
Q2 		$8.85M Buy
104,633
+2,940
+3% +$248K 0.12% 174
2014
Q1 		$8.59M Sell
101,693
-10,503
-9% -$887K 0.12% 179
2013
Q4 		$9.47M Buy
112,196
+3,875
+4% +$327K 0.16% 161
2013
Q3 		$9.15M Sell
108,321
-2,467
-2% -$208K 0.17% 169
2013
Q2 		$9.34M Buy
+110,788
New +$9.35M 0.19% 157

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Baird's SHY Position: Q1 2015 in Review

Baird increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.9% in Q1 2015, buying an estimated $625K and bringing the position to 114,539 shares worth $9.72M. The position accounts for 0.1% of the portfolio, ranked #214.

Baird first reported a position in SHY in Q2 2013 and has held it in 8 quarters since. 359 funds tracked by Wall St. Rank hold SHY as of Q1 2015.

  • Baird held 114,539 shares of iShares 1-3 Year Treasury Bond ETF worth $9.72M as of Q1 2015.
  • Baird bought 7,382 iShares 1-3 Year Treasury Bond ETF shares in Q1 2015, an estimated $625K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.1% of Baird's portfolio in Q1 2015, its #214 holding.
  • Baird first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 8 quarters since.
  • 359 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.