Crosspoint Capital Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Crosspoint Capital Strategies’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	–	Sell	-1,528	Closed	-$129K	–	694
2015 Q4	$129K	Sell	1,528 -103	-6%	-$8.72K	0.03%	281
2015 Q3	$139K	Sell	1,631 -603	-27%	-$51.1K	0.16%	134
2015 Q2	$190K	Sell	2,234 -289	-11%	-$24.5K	0.05%	196
2015 Q1	$214K	Buy	+2,523	New	+$214K	0.1%	132
2014 Q2	–	Sell	-90	Closed	-$8K	–	618
2014 Q1	$8K	Hold	90	–	–	﹤0.01%	506
2013 Q4	$8K	Buy	+90	New	+$7.6K	﹤0.01%	451

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

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

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

Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crosspoint Capital Strategies's SHY Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2016, closing a stake of 1,528 shares — an estimated $129K sold.

Crosspoint Capital Strategies first reported a position in SHY in Q4 2013 and held it in 6 quarters. The position peaked at $214K in Q1 2015. 439 funds tracked by Wall St. Rank hold SHY as of Q1 2016.

Crosspoint Capital Strategies reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
Crosspoint Capital Strategies sold 1,528 iShares 1-3 Year Treasury Bond ETF shares in Q1 2016, an estimated $129K.
Crosspoint Capital Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 6 quarters.
Crosspoint Capital Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $214K in Q1 2015.
439 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.