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

East Coast 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
2018 Q1	–	Sell	-5,902	Closed	-$495K	–	91
2017 Q4	$495K	Sell	5,902 -390	-6%	-$32.8K	0.13%	69
2017 Q3	$531K	Hold	6,292	–	–	0.14%	72
2017 Q2	$532K	Hold	6,292	–	–	0.15%	73
2017 Q1	$532K	Sell	6,292 -140	-2%	-$11.8K	0.15%	71
2016 Q4	$543K	Sell	6,432 -235	-4%	-$19.9K	0.16%	69
2016 Q3	$567K	Sell	6,667 -200	-3%	-$17K	0.29%	70
2016 Q2	$586K	Sell	6,867 -2,802	-29%	-$238K	0.32%	66
2016 Q1	$865K	Sell	9,669 -160	-2%	-$13.6K	0.46%	60
2015 Q4	$872K	Buy	9,829 +1,726	+21%	+$146K	0.48%	60
2015 Q3	$689K	Sell	8,103 -2,555	-24%	-$217K	0.43%	63
2015 Q2	$904K	Sell	10,658 -449	-4%	-$38.1K	0.48%	63
2015 Q1	$943K	Sell	11,107 -1,937	-15%	-$164K	0.5%	61
2014 Q4	$1.1M	Sell	13,044 -1,490	-10%	-$126K	0.6%	55
2014 Q3	$1.23M	Sell	14,534 -2,244	-13%	-$190K	0.7%	46
2014 Q2	$1.42M	Hold	16,778	–	–	0.78%	46
2014 Q1	$1.42M	Hold	16,778	–	–	0.82%	44
2013 Q4	$1.42M	Hold	16,778	–	–	0.83%	44
2013 Q3	$1.42M	Hold	16,778	–	–	0.93%	43
2013 Q2	$1.41M	Buy	+16,778	New	+$1.42M	0.77%	45

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

East Coast Asset Management's SHY Position: Q1 2018 in Review

East Coast Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2018, closing a stake of 5,902 shares — an estimated $495K sold.

East Coast Asset Management first reported a position in SHY in Q2 2013 and held it in 19 quarters. The position peaked at $1.42M in Q2 2014. 523 funds tracked by Wall St. Rank hold SHY as of Q1 2018.

East Coast Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
East Coast Asset Management sold 5,902 iShares 1-3 Year Treasury Bond ETF shares in Q1 2018, an estimated $495K.
East Coast Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 19 quarters.
East Coast Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.42M in Q2 2014.
523 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2018.

Based on East Coast Asset Management's 13F filing for Q1 2018, filed 15 May 2018.