Good Harbor Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Good Harbor Financial’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 Q3	$734M	Buy	8,641,695 +8,614,844	+32,084%	+$731M	80.15%	1
2015 Q2	$2.28M	Buy	26,851 +20,683	+335%	+$1.75M	0.2%	28
2015 Q1	$524K	Sell	6,168 -11,449	-65%	-$970K	0.04%	43
2014 Q4	$1.49M	Buy	17,617 +10,261	+139%	+$869K	0.06%	37
2014 Q3	$622K	Buy	+7,356	New	+$622K	0.01%	46

Other funds holding SHY

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

Axa Paris, France $256M AUM 25.01% 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

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

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

LTI

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Good Harbor Financial's SHY Position: Q3 2015 in Review

Good Harbor Financial increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 32,084% in Q3 2015, buying an estimated $731M and bringing the position to 8,641,695 shares worth $734M. The position accounts for 80.15% of the portfolio, ranked #1.

Good Harbor Financial first reported a position in SHY in Q3 2014 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold SHY as of Q3 2015.

Good Harbor Financial held 8,641,695 shares of iShares 1-3 Year Treasury Bond ETF worth $734M as of Q3 2015.
Good Harbor Financial bought 8,614,844 iShares 1-3 Year Treasury Bond ETF shares in Q3 2015, an estimated $731M.
iShares 1-3 Year Treasury Bond ETF made up 80.15% of Good Harbor Financial's portfolio in Q3 2015, its #1 holding.
Good Harbor Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2014 and has held it in 5 quarters since.
410 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2015.

Based on Good Harbor Financial's 13F filing for Q3 2015, filed 13 Nov 2015.