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

Curian Capital’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
-4,501
Closed -$380K – 319
2015
Q4 		$380K Sell
4,501
-15,302
-77% -$1.3M 0.03% 339
2015
Q3 		$1.68M Buy
19,803
+5,169
+35% +$438K 0.04% 278
2015
Q2 		$1.24M Sell
14,634
-2,237
-13% -$190K 0.02% 423
2015
Q1 		$1.43M Sell
16,871
-9,484
-36% -$804K 0.02% 391
2014
Q4 		$2.23M Buy
26,355
+14,911
+130% +$1.26M 0.04% 289
2014
Q3 		$967K Buy
11,444
+8,723
+321% +$737K 0.02% 431
2014
Q2 		$230K Sell
2,721
-1,301,660
-100% -$110M ﹤0.01% 573
2014
Q1 		$110M Sell
1,304,381
-1,715,625
-57% -$145M 1.95% 6
2013
Q4 		$255M Sell
3,020,006
-42,015
-1% -$3.55M 4.51% 2
2013
Q3 		$259M Sell
3,062,021
-1,916,011
-38% -$162M 4.62% 2
2013
Q2 		$420M Buy
+4,978,032
New +$420M 7.62% 2

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
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CC
Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Curian Capital's SHY Position: Q1 2016 in Review

Curian Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2016, closing a stake of 4,501 shares — an estimated $380K sold.

Curian Capital first reported a position in SHY in Q2 2013 and held it in 11 quarters. The position peaked at $420M in Q2 2013. 439 funds tracked by Wall St. Rank hold SHY as of Q1 2016.

  • Curian Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 4,501 iShares 1-3 Year Treasury Bond ETF shares in Q1 2016, an estimated $380K.
  • Curian Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 11 quarters.
  • Curian Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $420M in Q2 2013.
  • 439 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.