Financial & Investment Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Financial & Investment Management Group’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 Q4	$2.42M	Sell	28,934 -8,849	-23%	-$735K	0.88%	46
2018 Q3	$3.14M	Sell	37,783 -4,500	-11%	-$374K	1.03%	42
2018 Q2	$3.52M	Sell	42,283 -4,404	-9%	-$367K	1.11%	38
2018 Q1	$3.9M	Buy	46,687 +4,345	+10%	+$363K	1.25%	34
2017 Q4	$3.55M	Buy	42,342 +13,292	+46%	+$1.12M	1.23%	30
2017 Q3	$2.45M	Hold	29,050	–	–	0.81%	34
2017 Q2	$2.45M	Buy	29,050 +300	+1%	+$25.4K	0.9%	33
2017 Q1	$2.43M	Sell	28,750 -325	-1%	-$27.4K	0.82%	35
2016 Q4	$2.46M	Hold	29,075	–	–	0.95%	29
2016 Q3	$2.47M	Buy	29,075 +23,775	+449%	+$2.02M	0.81%	37
2016 Q2	$452K	Buy	5,300 +2,000	+61%	+$170K	0.14%	72
2016 Q1	$281K	Buy	+3,300	New	+$280K	0.08%	90

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Financial & Investment Management Group's SHY Position: Q4 2018 in Review

Financial & Investment Management Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 23% in Q4 2018, selling an estimated $735K and leaving 28,934 shares worth $2.42M. The position accounts for 0.88% of the portfolio, ranked #46.

Financial & Investment Management Group first reported a position in SHY in Q1 2016 and has held it in 12 quarters since. The position peaked at $3.9M in Q1 2018. 657 funds tracked by Wall St. Rank hold SHY as of Q4 2018.

Financial & Investment Management Group held 28,934 shares of iShares 1-3 Year Treasury Bond ETF worth $2.42M as of Q4 2018.
Financial & Investment Management Group sold 8,849 iShares 1-3 Year Treasury Bond ETF shares in Q4 2018, an estimated $735K.
iShares 1-3 Year Treasury Bond ETF made up 0.88% of Financial & Investment Management Group's portfolio in Q4 2018, its #46 holding.
Financial & Investment Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and has held it in 12 quarters since.
Financial & Investment Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $3.9M in Q1 2018.
657 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.