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

Hoxton 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
2016
Q1 		$47K Buy
+558
New +$47.3K 0.02% 148
2014
Q4 		– Sell
-2,194
Closed -$185K – 365
2014
Q3 		$185K Buy
+2,194
New +$185K 0.08% 73

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
UBS Group
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
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CC
Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hoxton Financial's SHY Position: Q1 2016 in Review

Hoxton Financial opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2016: 558 shares worth $47K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings. This is a return to the name: Hoxton Financial previously reported a position in SHY as recently as Q3 2014.

Hoxton Financial first reported a position in SHY in Q3 2014 and has held it in 2 quarters since. The position peaked at $185K in Q3 2014. 439 funds tracked by Wall St. Rank hold SHY as of Q1 2016.

  • Hoxton Financial held 558 shares of iShares 1-3 Year Treasury Bond ETF worth $47K as of Q1 2016.
  • iShares 1-3 Year Treasury Bond ETF was a new Hoxton Financial position in Q1 2016.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Hoxton Financial's portfolio in Q1 2016, its #148 holding.
  • Hoxton Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2014 and has held it in 2 quarters since.
  • Hoxton Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $185K in Q3 2014.
  • 439 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.