Frontier Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Frontier Wealth Management’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
2017 Q2	–	Sell	-8,706	Closed	-$736K	–	405
2017 Q1	$736K	Sell	8,706 -12,064	-58%	-$1.02M	0.11%	180
2016 Q4	$1.75M	Buy	20,770 +3,990	+24%	+$338K	0.29%	98
2016 Q3	$1.43M	Sell	16,780 -8,377	-33%	-$713K	0.22%	113
2016 Q2	$2.15M	Buy	25,157 +7,308	+41%	+$621K	0.34%	79
2016 Q1	$1.52M	Sell	17,849 -10,016	-36%	-$850K	0.13%	98
2015 Q4	$2.35M	Buy	27,865 +13,027	+88%	+$1.1M	0.38%	74
2015 Q3	$1.26M	Sell	14,838 -35,724	-71%	-$3.03M	0.2%	115
2015 Q2	$4.29M	Buy	50,562 +26,414	+109%	+$2.24M	0.66%	31
2015 Q1	$2.05M	Sell	24,148 -34,509	-59%	-$2.92M	0.33%	56
2014 Q4	$4.95M	Buy	+58,657	New	+$4.97M	0.93%	21

Other funds holding SHY

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAIM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Frontier Wealth Management's SHY Position: Q2 2017 in Review

Frontier Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2017, closing a stake of 8,706 shares — an estimated $736K sold.

Frontier Wealth Management first reported a position in SHY in Q4 2014 and held it in 10 quarters. The position peaked at $4.95M in Q4 2014. 434 funds tracked by Wall St. Rank hold SHY as of Q2 2017.

Frontier Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2017 after selling out during the quarter.
Frontier Wealth Management sold 8,706 iShares 1-3 Year Treasury Bond ETF shares in Q2 2017, an estimated $736K.
Frontier Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and held it in 10 quarters.
Frontier Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4.95M in Q4 2014.
434 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2017.

Based on Frontier Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.