Founders Bank & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Founders Bank & Trust’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 Q4	$221K	Hold	2,612	–	–	0.12%	97
2014 Q3	$221K	Buy	+2,612	New	+$221K	0.12%	95
2013 Q4	–	Sell	-24	Closed	-$2K	–	404
2013 Q3	$2K	Buy	+24	New	+$2.02K	﹤0.01%	336

Other funds holding SHY

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

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

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

TAIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIT

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

LTI

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

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Founders Bank & Trust's SHY Position: Q4 2014 in Review

Founders Bank & Trust held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2014 at 2,612 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #97.

Founders Bank & Trust first reported a position in SHY in Q3 2013 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold SHY as of Q4 2014.

Founders Bank & Trust held 2,612 shares of iShares 1-3 Year Treasury Bond ETF worth $221K as of Q4 2014.
Founders Bank & Trust left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2014.
iShares 1-3 Year Treasury Bond ETF made up 0.12% of Founders Bank & Trust's portfolio in Q4 2014, its #97 holding.
Founders Bank & Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2013 and has held it in 3 quarters since.
362 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.