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

Hedeker Wealth’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
Q1 		– Sell
-224
Closed -$19K – 143
2014
Q4 		$19K Buy
+224
New +$19K 0.02% 110

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
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Hedeker Wealth's SHY Position: Q1 2015 in Review

Hedeker Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2015, closing a stake of 224 shares — an estimated $19K sold.

Hedeker Wealth first reported a position in SHY in Q4 2014 and held it in 1 quarter. The position peaked at $19K in Q4 2014. 359 funds tracked by Wall St. Rank hold SHY as of Q1 2015.

  • Hedeker Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Hedeker Wealth sold 224 iShares 1-3 Year Treasury Bond ETF shares in Q1 2015, an estimated $19K.
  • Hedeker Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and held it in 1 quarter.
  • Hedeker Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $19K in Q4 2014.
  • 359 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2015.

Based on Hedeker Wealth's 13F filing for Q1 2015, filed 29 Apr 2015.