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

Concert Wealth Management’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 Q4	–	Sell	-2,136	Closed	-$181K	–	854
2016 Q3	$181K	Buy	+2,136	New	+$182K	0.02%	667
2016 Q2	–	Sell	-4,926	Closed	-$419K	–	731
2016 Q1	$419K	Sell	4,926 -923	-16%	-$78.3K	0.06%	385
2015 Q4	$493K	Sell	5,849 -16,072	-73%	-$1.36M	0.07%	361
2015 Q3	$1.86M	Buy	+21,921	New	+$1.86M	0.25%	90
2014 Q4	–	Sell	-4,003	Closed	-$338K	–	664
2014 Q3	$338K	Buy	4,003 +1	+0%	+$85	0.05%	359
2014 Q2	$333K	Sell	4,002 -2,246	-36%	-$190K	0.04%	390
2014 Q1	$528K	Buy	6,248 +1,241	+25%	+$105K	0.07%	259
2013 Q4	$421K	Buy	5,007 +15	+0.3%	+$1.27K	0.05%	303
2013 Q3	$421K	Buy	4,992 +2	+0%	+$169	0.06%	291
2013 Q2	$419K	Buy	+4,990	New	+$421K	0.06%	260

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Concert Wealth Management's SHY Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2016, closing a stake of 2,136 shares — an estimated $181K sold.

Concert Wealth Management first reported a position in SHY in Q2 2013 and held it in 10 quarters. The position peaked at $1.86M in Q3 2015. 432 funds tracked by Wall St. Rank hold SHY as of Q4 2016.

Concert Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 2,136 iShares 1-3 Year Treasury Bond ETF shares in Q4 2016, an estimated $181K.
Concert Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 10 quarters.
Concert Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.86M in Q3 2015.
432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.