CT Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

CT Financial Advisors’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
2017 Q1	$1.09M	Buy	12,921 +11	+0.1%	+$929	0.67%	41
2016 Q4	$1.09M	Buy	12,910 +23	+0.2%	+$1.95K	0.69%	41
2016 Q3	$1.1M	Sell	12,887 -109	-0.8%	-$9.27K	0.67%	41
2016 Q2	$1.11M	Sell	12,996 -4,018	-24%	-$342K	0.68%	41
2016 Q1	$1.45M	Buy	17,014 +410	+2%	+$34.8K	0.82%	35
2015 Q4	$1.4M	Buy	16,604 +26	+0.2%	+$2.2K	0.81%	35
2015 Q3	$1.41M	Buy	16,578 +18	+0.1%	+$1.53K	0.88%	32
2015 Q2	$1.41M	Buy	16,560 +11	+0.1%	+$933	0.8%	37
2015 Q1	$1.4M	Sell	16,549 -347	-2%	-$29.4K	0.78%	37
2014 Q4	$1.43M	Buy	+16,896	New	+$1.43M	1.08%	24
2014 Q1	$1.4M	Buy	+16,549	New	+$1.4M	0.78%	37

Other funds holding SHY

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CT Financial Advisors's SHY Position: Q1 2017 in Review

CT Financial Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.09% in Q1 2017, buying an estimated $929 and bringing the position to 12,921 shares worth $1.09M. The position accounts for 0.67% of the portfolio, ranked #41.

CT Financial Advisors first reported a position in SHY in Q1 2014 and has held it in 11 quarters since. The position peaked at $1.45M in Q1 2016. 432 funds tracked by Wall St. Rank hold SHY as of Q1 2017.

CT Financial Advisors held 12,921 shares of iShares 1-3 Year Treasury Bond ETF worth $1.09M as of Q1 2017.
CT Financial Advisors bought 11 iShares 1-3 Year Treasury Bond ETF shares in Q1 2017, an estimated $929.
iShares 1-3 Year Treasury Bond ETF made up 0.67% of CT Financial Advisors's portfolio in Q1 2017, its #41 holding.
CT Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.45M in Q1 2016.
432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.