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Congress Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Congress Asset 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
2014
Q3 		– Sell
-2,647
Closed -$224K – 244
2014
Q2 		$224K Sell
2,647
-1,022
-28% -$86.4K 0.01% 231
2014
Q1 		$310K Buy
3,669
+528
+17% +$44.6K 0.01% 216
2013
Q4 		$265K Buy
+3,141
New +$265K 0.01% 212

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
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
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
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 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

Congress Asset Management's SHY Position: Q3 2014 in Review

Congress Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2014, closing a stake of 2,647 shares — an estimated $224K sold.

Congress Asset Management first reported a position in SHY in Q4 2013 and held it in 3 quarters. The position peaked at $310K in Q1 2014. 334 funds tracked by Wall St. Rank hold SHY as of Q3 2014.

  • Congress Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Congress Asset Management sold 2,647 iShares 1-3 Year Treasury Bond ETF shares in Q3 2014, an estimated $224K.
  • Congress Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 3 quarters.
  • Congress Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $310K in Q1 2014.
  • 334 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2014.

Based on Congress Asset Management's 13F filing for Q3 2014, filed 12 Nov 2014.