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Biondo Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Biondo Investment 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
Q2 		– Sell
-3,405
Closed -$288K – 93
2014
Q1 		$288K Sell
3,405
-2,085
-38% -$176K 0.1% 83
2013
Q4 		$463K Sell
5,490
-624
-10% -$52.7K 0.16% 71
2013
Q3 		$516K Sell
6,114
-60
-1% -$5.06K 0.2% 68
2013
Q2 		$520K Buy
+6,174
New +$521K 0.23% 70

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
U
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
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
Royal Bank of Canada
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Biondo Investment Advisors's SHY Position: Q2 2014 in Review

Biondo Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2014, closing a stake of 3,405 shares — an estimated $288K sold.

Biondo Investment Advisors first reported a position in SHY in Q2 2013 and held it in 4 quarters. The position peaked at $520K in Q2 2013. 335 funds tracked by Wall St. Rank hold SHY as of Q2 2014.

  • Biondo Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Biondo Investment Advisors sold 3,405 iShares 1-3 Year Treasury Bond ETF shares in Q2 2014, an estimated $288K.
  • Biondo Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 4 quarters.
  • Biondo Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $520K in Q2 2013.
  • 335 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2014.

Based on Biondo Investment Advisors's 13F filing for Q2 2014, filed 8 Jul 2014.