HM Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

HM Capital Management’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 Q3	–	Sell	-3,271	Closed	-$276K	–	30
2014 Q2	$276K	Sell	3,271 -46	-1%	-$3.89K	0.34%	21
2014 Q1	$280K	Hold	3,317	–	–	0.44%	20
2013 Q4	$280K	Hold	3,317	–	–	0.33%	24
2013 Q3	$280K	Hold	3,317	–	–	0.41%	24
2013 Q2	$279K	Buy	+3,317	New	+$280K	0.53%	23

Other funds holding SHY

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Royal Bank of Canada

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

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return