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

Fusion Investment 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
2015 Q4	$835K	Buy	9,902 +5	+0.1%	+$423	2.24%	14
2015 Q3	$841K	Buy	9,897 +4	+0%	+$339	1.99%	13
2015 Q2	$840K	Sell	9,893 -838	-8%	-$71.1K	0.65%	33
2015 Q1	$911K	Buy	10,731 +2	+0%	+$169	0.73%	26
2014 Q4	$906K	Sell	10,729 -14,131	-57%	-$1.2M	0.77%	23
2014 Q3	$2.1M	Sell	24,860 -4,458	-15%	-$377K	1.82%	10
2014 Q2	$2.48M	Sell	29,318 -1,989	-6%	-$168K	2.13%	8
2014 Q1	$2.64M	Buy	31,307 +20,314	+185%	+$1.72M	2.69%	7
2013 Q4	$927K	Buy	+10,993	New	+$929K	0.69%	41

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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

BIT

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

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

Fusion Investment Group's SHY Position: Q4 2015 in Review

Fusion Investment Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.05% in Q4 2015, buying an estimated $423 and bringing the position to 9,902 shares worth $835K. The position accounts for 2.24% of the portfolio, ranked #14.

Fusion Investment Group first reported a position in SHY in Q4 2013 and has held it in 9 quarters since. The position peaked at $2.64M in Q1 2014. 417 funds tracked by Wall St. Rank hold SHY as of Q4 2015.

Fusion Investment Group held 9,902 shares of iShares 1-3 Year Treasury Bond ETF worth $835K as of Q4 2015.
Fusion Investment Group bought 5 iShares 1-3 Year Treasury Bond ETF shares in Q4 2015, an estimated $423.
iShares 1-3 Year Treasury Bond ETF made up 2.24% of Fusion Investment Group's portfolio in Q4 2015, its #14 holding.
Fusion Investment Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.64M in Q1 2014.
417 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.