Gerstein Fisher’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Gerstein Fisher’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 Q3	$24.6M	Buy	288,838 +1,369	+0.5%	+$116K	3.03%	5
2016 Q2	$24.5M	Sell	287,469 -1,429	-0.5%	-$121K	3.21%	4
2016 Q1	$24.6M	Buy	288,898 +945	+0.3%	+$80.2K	3.35%	4
2015 Q4	$24.3M	Buy	287,953 +43,214	+18%	+$3.66M	3.39%	4
2015 Q3	$20.8M	Buy	244,739 +9,240	+4%	+$784K	3.11%	5
2015 Q2	$20M	Buy	235,499 +13,008	+6%	+$1.1M	3.23%	5
2015 Q1	$18.9M	Sell	222,491 -394	-0.2%	-$33.4K	3.11%	5
2014 Q4	$18.8M	Buy	222,885 +10,017	+5%	+$848K	3.06%	4
2014 Q3	$18M	Buy	212,868 +5,151	+2%	+$435K	3.16%	5
2014 Q2	$17.6M	Buy	207,717 +7,408	+4%	+$626K	3.33%	4
2014 Q1	$16.9M	Sell	200,309 -184,567	-48%	-$15.6M	3.38%	4
2013 Q4	$32.5M	Buy	384,876 +220,054	+134%	+$18.6M	1.21%	12
2013 Q3	$13.9M	Buy	164,822 +16,621	+11%	+$1.4M	3.02%	4
2013 Q2	$12.5M	Buy	+148,201	New	+$12.5M	3.01%	4

Other funds holding SHY

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

HIM

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

Gerstein Fisher's SHY Position: Q3 2016 in Review

Gerstein Fisher increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.48% in Q3 2016, buying an estimated $116K and bringing the position to 288,838 shares worth $24.6M. The position accounts for 3.03% of the portfolio, ranked #5.

Gerstein Fisher first reported a position in SHY in Q2 2013 and has held it in 14 quarters since. The position peaked at $32.5M in Q4 2013. 418 funds tracked by Wall St. Rank hold SHY as of Q3 2016.

Gerstein Fisher held 288,838 shares of iShares 1-3 Year Treasury Bond ETF worth $24.6M as of Q3 2016.
Gerstein Fisher bought 1,369 iShares 1-3 Year Treasury Bond ETF shares in Q3 2016, an estimated $116K.
iShares 1-3 Year Treasury Bond ETF made up 3.03% of Gerstein Fisher's portfolio in Q3 2016, its #5 holding.
Gerstein Fisher first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 14 quarters since.
Gerstein Fisher's iShares 1-3 Year Treasury Bond ETF position peaked at $32.5M in Q4 2013.
418 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.