FirstMerit Bank N.A. Trustee’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

FirstMerit Bank N.A. Trustee’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 Q2	$3.95M	Buy	46,272 +17,560	+61%	+$1.49M	0.32%	80
2016 Q1	$2.44M	Hold	28,712	–	–	0.2%	101
2015 Q4	$2.42M	Sell	28,712 -1,729	-6%	-$146K	0.21%	100
2015 Q3	$2.59M	Sell	30,441 -1,725	-5%	-$146K	0.23%	96
2015 Q2	$2.73M	Sell	32,166 -4,531	-12%	-$384K	0.23%	100
2015 Q1	$3.12M	Buy	36,697 +1,475	+4%	+$125K	0.25%	99
2014 Q4	$2.98M	Sell	35,222 -724	-2%	-$61.3K	0.24%	99
2014 Q3	$3.04M	Buy	35,946 +1,213	+3%	+$103K	0.26%	95
2014 Q2	$2.94M	Sell	34,733 -3,496	-9%	-$295K	0.25%	97
2014 Q1	$3.23M	Sell	38,229 -1,063	-3%	-$89.8K	0.28%	88
2013 Q4	$3.32M	Sell	39,292 -13,329	-25%	-$1.13M	0.29%	88
2013 Q3	$4.45M	Buy	52,621 +12,448	+31%	+$1.05M	0.41%	77
2013 Q2	$3.39M	Buy	+40,173	New	+$3.39M	0.32%	83

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return

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

FirstMerit Bank N.A. Trustee's SHY Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 61% in Q2 2016, buying an estimated $1.49M and bringing the position to 46,272 shares worth $3.95M. The position accounts for 0.32% of the portfolio, ranked #80.

FirstMerit Bank N.A. Trustee first reported a position in SHY in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.45M in Q3 2013. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2016.

FirstMerit Bank N.A. Trustee held 46,272 shares of iShares 1-3 Year Treasury Bond ETF worth $3.95M as of Q2 2016.
FirstMerit Bank N.A. Trustee bought 17,560 iShares 1-3 Year Treasury Bond ETF shares in Q2 2016, an estimated $1.49M.
iShares 1-3 Year Treasury Bond ETF made up 0.32% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #80 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's iShares 1-3 Year Treasury Bond ETF position peaked at $4.45M in Q3 2013.
409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.