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Gary Goldberg Planning Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Gary Goldberg Planning Services’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 		$100K Hold
1,185
– – 0.04% 151
2014
Q3 		$100K Hold
1,185
– – 0.04% 152
2014
Q2 		$100K Buy
+1,185
New +$100K 0.04% 159

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
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
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Gary Goldberg Planning Services's SHY Position: Q4 2014 in Review

Gary Goldberg Planning Services held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2014 at 1,185 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #151.

Gary Goldberg Planning Services first reported a position in SHY in Q2 2014 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold SHY as of Q4 2014.

  • Gary Goldberg Planning Services held 1,185 shares of iShares 1-3 Year Treasury Bond ETF worth $100K as of Q4 2014.
  • Gary Goldberg Planning Services left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2014.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #151 holding.
  • Gary Goldberg Planning Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2014 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 Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.