BJ
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Brouwer & Janachowski’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Brouwer & Janachowski’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
-488
Closed -$41K – 78
2014
Q1 		$41K Buy
+488
New +$41.2K 0.02% 73

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

Brouwer & Janachowski's SHY Position: Q2 2014 in Review

Brouwer & Janachowski sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2014, closing a stake of 488 shares — an estimated $41K sold.

Brouwer & Janachowski first reported a position in SHY in Q1 2014 and held it in 1 quarter. The position peaked at $41K in Q1 2014. 335 funds tracked by Wall St. Rank hold SHY as of Q2 2014.

  • Brouwer & Janachowski reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Brouwer & Janachowski sold 488 iShares 1-3 Year Treasury Bond ETF shares in Q2 2014, an estimated $41K.
  • Brouwer & Janachowski first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2014 and held it in 1 quarter.
  • Brouwer & Janachowski's iShares 1-3 Year Treasury Bond ETF position peaked at $41K in Q1 2014.
  • 335 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2014.

Based on Brouwer & Janachowski's 13F filing for Q2 2014, filed 11 Aug 2014.