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

Callahan 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
-3,008
Closed -$254K – 121
2014
Q1 		$254K Buy
3,008
+2
+0.1% +$169 0.09% 104
2013
Q4 		$254K Sell
3,006
-698
-19% -$59K 0.09% 104
2013
Q3 		$313K Sell
3,704
-144
-4% -$12.1K 0.12% 101
2013
Q2 		$324K Buy
+3,848
New +$325K 0.13% 96

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

Callahan Advisors's SHY Position: Q2 2014 in Review

Callahan Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2014, closing a stake of 3,008 shares — an estimated $254K sold.

Callahan Advisors first reported a position in SHY in Q2 2013 and held it in 4 quarters. The position peaked at $324K in Q2 2013. 335 funds tracked by Wall St. Rank hold SHY as of Q2 2014.

  • Callahan Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Callahan Advisors sold 3,008 iShares 1-3 Year Treasury Bond ETF shares in Q2 2014, an estimated $254K.
  • Callahan Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 4 quarters.
  • Callahan Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $324K in Q2 2013.
  • 335 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2014.

Based on Callahan Advisors's 13F filing for Q2 2014, filed 25 Jul 2014.