Edelman Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Edelman Financial Services’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
2015 Q3	–	Sell	-91	Closed	-$8K	–	22
2015 Q2	$8K	Hold	91	–	–	﹤0.01%	22
2015 Q1	$8K	Sell	91 -334	-79%	-$28.3K	﹤0.01%	22
2014 Q4	$36K	Sell	425 -30	-7%	-$2.54K	﹤0.01%	20
2014 Q3	$38K	Buy	455 +24	+6%	+$2.03K	﹤0.01%	20
2014 Q2	$36K	Sell	431 -499	-54%	-$42.2K	﹤0.01%	20
2014 Q1	$79K	Sell	930 -827	-47%	-$69.9K	﹤0.01%	20
2013 Q4	$148K	Sell	1,757 -700,573	-100%	-$59.2M	﹤0.01%	19
2013 Q3	$59.3M	Buy	702,330 +29,750	+4%	+$2.51M	1.21%	9
2013 Q2	$56.7M	Buy	+672,580	New	+$56.8M	1.25%	9

Other funds holding SHY

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

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Edelman Financial Services's SHY Position: Q3 2015 in Review

Edelman Financial Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2015, closing a stake of 91 shares — an estimated $8K sold.

Edelman Financial Services first reported a position in SHY in Q2 2013 and held it in 9 quarters. The position peaked at $59.3M in Q3 2013. 410 funds tracked by Wall St. Rank hold SHY as of Q3 2015.

Edelman Financial Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
Edelman Financial Services sold 91 iShares 1-3 Year Treasury Bond ETF shares in Q3 2015, an estimated $8K.
Edelman Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 9 quarters.
Edelman Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $59.3M in Q3 2013.
410 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2015.

Based on Edelman Financial Services's 13F filing for Q3 2015, filed 10 Nov 2015.