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Clean Yield Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Clean Yield Group’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
Q2 		– Sell
-384
Closed -$33K – 309
2016
Q1 		$33K Buy
+384
New +$32.6K 0.01% 194

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
CC
Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clean Yield Group's SHY Position: Q2 2016 in Review

Clean Yield Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2016, closing a stake of 384 shares — an estimated $33K sold.

Clean Yield Group first reported a position in SHY in Q1 2016 and held it in 1 quarter. The position peaked at $33K in Q1 2016. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2016.

  • Clean Yield Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Clean Yield Group sold 384 iShares 1-3 Year Treasury Bond ETF shares in Q2 2016, an estimated $33K.
  • Clean Yield Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 1 quarter.
  • Clean Yield Group's iShares 1-3 Year Treasury Bond ETF position peaked at $33K in Q1 2016.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2016.

Based on Clean Yield Group's 13F filing for Q2 2016, filed 27 Jul 2016.