Edmond de Rothschild (Suisse)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Edmond de Rothschild (Suisse)’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 Q3	$6.86M	Buy	80,610 +13,810	+21%	+$1.17M	2.11%	7
2016 Q2	$5.7M	Buy	66,800 +35,500	+113%	+$3.02M	1.89%	10
2016 Q1	$2.66M	Buy	31,300 +19,560	+167%	+$1.66M	1.1%	20
2015 Q4	$990K	Sell	11,740 -770	-6%	-$65.2K	0.38%	59
2015 Q3	$1.06M	Sell	12,510 -700	-5%	-$59.4K	0.36%	64
2015 Q2	$1.12M	Buy	+13,210	New	+$1.12M	0.36%	62

Other funds holding SHY

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

TAIM

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

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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Edmond de Rothschild (Suisse)'s SHY Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 21% in Q3 2016, buying an estimated $1.17M and bringing the position to 80,610 shares worth $6.86M. The position accounts for 2.11% of the portfolio, ranked #7.

Edmond de Rothschild (Suisse) first reported a position in SHY in Q2 2015 and has held it in 6 quarters since. 418 funds tracked by Wall St. Rank hold SHY as of Q3 2016.

Edmond de Rothschild (Suisse) held 80,610 shares of iShares 1-3 Year Treasury Bond ETF worth $6.86M as of Q3 2016.
Edmond de Rothschild (Suisse) bought 13,810 iShares 1-3 Year Treasury Bond ETF shares in Q3 2016, an estimated $1.17M.
iShares 1-3 Year Treasury Bond ETF made up 2.11% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #7 holding.
Edmond de Rothschild (Suisse) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 6 quarters since.
418 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.