Boston Private Bank & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Boston Private Bank & Trust’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	$28K	Hold	325	–	–	﹤0.01%	672
2014 Q4	$27K	Sell	325 -735	-69%	-$62.2K	﹤0.01%	703
2014 Q3	$90K	Buy	1,060 +500	+89%	+$42.3K	﹤0.01%	493
2014 Q2	$47K	Sell	560 -225	-29%	-$19K	﹤0.01%	583
2014 Q1	$66K	Sell	785 -150	-16%	-$12.7K	﹤0.01%	543
2013 Q4	$79K	Sell	935 -760	-45%	-$64.2K	﹤0.01%	521
2013 Q3	$143K	Sell	1,695 -536	-24%	-$45.2K	0.01%	420
2013 Q2	$188K	Buy	+2,231	New	+$188K	0.01%	375

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 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Boston Private Bank & Trust's SHY Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2015 at 325 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Boston Private Bank & Trust first reported a position in SHY in Q2 2013 and has held it in 8 quarters since. The position peaked at $188K in Q2 2013. 359 funds tracked by Wall St. Rank hold SHY as of Q1 2015.

Boston Private Bank & Trust held 325 shares of iShares 1-3 Year Treasury Bond ETF worth $28K as of Q1 2015.
Boston Private Bank & Trust left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2015.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #672 holding.
Boston Private Bank & Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $188K in Q2 2013.
359 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.