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Cleary Gull Holdings’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cleary Gull Holdings’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 		$3K Hold
30
– – ﹤0.01% 86
2015
Q4 		$3K Buy
+30
New +$2.54K ﹤0.01% 98

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

Cleary Gull Holdings's SHY Position: Q1 2016 in Review

Cleary Gull Holdings held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2016 at 30 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #86.

Cleary Gull Holdings first reported a position in SHY in Q4 2015 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold SHY as of Q1 2016.

  • Cleary Gull Holdings held 30 shares of iShares 1-3 Year Treasury Bond ETF worth $3K as of Q1 2016.
  • Cleary Gull Holdings left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2016.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Cleary Gull Holdings's portfolio in Q1 2016, its #86 holding.
  • Cleary Gull Holdings first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.