Baltimore-Washington Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Baltimore-Washington Financial Advisors’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
2014 Q3	–	Sell	-1,000	Closed	-$85K	–	327
2014 Q2	$85K	Buy	+1,000	New	+$84.5K	0.03%	133
2014 Q1	–	Sell	-1,000	Closed	-$84K	–	280
2013 Q4	$84K	Hold	1,000	–	–	0.03%	138
2013 Q3	$84K	Buy	+1,000	New	+$84.3K	0.03%	101

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SHY Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2014, closing a stake of 1,000 shares — an estimated $85K sold.

Baltimore-Washington Financial Advisors first reported a position in SHY in Q3 2013 and held it in 3 quarters. The position peaked at $85K in Q2 2014. 334 funds tracked by Wall St. Rank hold SHY as of Q3 2014.

Baltimore-Washington Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2014 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 1,000 iShares 1-3 Year Treasury Bond ETF shares in Q3 2014, an estimated $85K.
Baltimore-Washington Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2013 and held it in 3 quarters.
Baltimore-Washington Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $85K in Q2 2014.
334 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.