BCFS
SHY icon

Butensky & Cohen Financial Security’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Butensky & Cohen Financial Security’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
2016
Q1 		– Sell
-76
Closed -$6K – 183
2015
Q4 		$6K Buy
76
+15
+25% +$1.27K 0.01% 120
2015
Q3 		$5K Buy
+61
New +$5.17K 0.01% 125

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CC
Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Butensky & Cohen Financial Security's SHY Position: Q1 2016 in Review

Butensky & Cohen Financial Security sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2016, closing a stake of 76 shares — an estimated $6K sold.

Butensky & Cohen Financial Security first reported a position in SHY in Q3 2015 and held it in 2 quarters. The position peaked at $6K in Q4 2015. 439 funds tracked by Wall St. Rank hold SHY as of Q1 2016.

  • Butensky & Cohen Financial Security reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 76 iShares 1-3 Year Treasury Bond ETF shares in Q1 2016, an estimated $6K.
  • Butensky & Cohen Financial Security first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and held it in 2 quarters.
  • Butensky & Cohen Financial Security's iShares 1-3 Year Treasury Bond ETF position peaked at $6K in Q4 2015.
  • 439 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2016.

Based on Butensky & Cohen Financial Security's 13F filing for Q1 2016, filed 19 Apr 2016.