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Cobiz Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-743
Closed -$63K – 310
2013
Q2 		$63K Buy
+743
New +$62.7K 0.02% 164

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
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cobiz Wealth's SHY Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2013, closing a stake of 743 shares — an estimated $63K sold.

Cobiz Wealth first reported a position in SHY in Q2 2013 and held it in 1 quarter. The position peaked at $63K in Q2 2013. 298 funds tracked by Wall St. Rank hold SHY as of Q3 2013.

  • Cobiz Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 743 iShares 1-3 Year Treasury Bond ETF shares in Q3 2013, an estimated $63K.
  • Cobiz Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $63K in Q2 2013.
  • 298 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.