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Fiduciary Services Corp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Fiduciary Services Corp’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
2014
Q2 		– Sell
-2,655
Closed -$224K – 157
2014
Q1 		$224K Sell
2,655
-725
-21% -$61.2K 0.09% 148
2013
Q4 		$285K Sell
3,380
-650
-16% -$54.9K 0.11% 138
2013
Q3 		$340K Sell
4,030
-560
-12% -$47.2K 0.15% 117
2013
Q2 		$387K Buy
+4,590
New +$388K 0.17% 114

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Services Corp's SHY Position: Q2 2014 in Review

Fiduciary Services Corp sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2014, closing a stake of 2,655 shares — an estimated $224K sold.

Fiduciary Services Corp first reported a position in SHY in Q2 2013 and held it in 4 quarters. The position peaked at $387K in Q2 2013. 335 funds tracked by Wall St. Rank hold SHY as of Q2 2014.

  • Fiduciary Services Corp reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Fiduciary Services Corp sold 2,655 iShares 1-3 Year Treasury Bond ETF shares in Q2 2014, an estimated $224K.
  • Fiduciary Services Corp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 4 quarters.
  • Fiduciary Services Corp's iShares 1-3 Year Treasury Bond ETF position peaked at $387K in Q2 2013.
  • 335 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2014.

Based on Fiduciary Services Corp's 13F filing for Q2 2014, filed 4 Aug 2014.