Hugh Johnson Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Hugh Johnson Advisors’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	–	Sell	-2,442	Closed	-$206K	–	91
2015 Q4	$206K	Sell	2,442 -80	-3%	-$6.78K	0.08%	86
2015 Q3	$214K	Hold	2,522	–	–	0.09%	86
2015 Q2	$214K	Hold	2,522	–	–	0.08%	86
2015 Q1	$214K	Hold	2,522	–	–	0.07%	89
2014 Q4	$213K	Sell	2,522 -120	-5%	-$10.2K	0.07%	87
2014 Q3	$223K	Hold	2,642	–	–	0.08%	84
2014 Q2	$223K	Sell	2,642 -10	-0.4%	-$845	0.08%	84
2014 Q1	$224K	Hold	2,652	–	–	0.08%	80
2013 Q4	$224K	Sell	2,652 -50	-2%	-$4.22K	0.09%	76
2013 Q3	$228K	Hold	2,702	–	–	0.1%	72
2013 Q2	$228K	Buy	+2,702	New	+$228K	0.1%	71

Other funds holding SHY

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hugh Johnson Advisors's SHY Position: Q1 2016 in Review

Hugh Johnson Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2016, closing a stake of 2,442 shares — an estimated $206K sold.

Hugh Johnson Advisors first reported a position in SHY in Q2 2013 and held it in 11 quarters. The position peaked at $228K in Q3 2013. 439 funds tracked by Wall St. Rank hold SHY as of Q1 2016.

Hugh Johnson Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
Hugh Johnson Advisors sold 2,442 iShares 1-3 Year Treasury Bond ETF shares in Q1 2016, an estimated $206K.
Hugh Johnson Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 11 quarters.
Hugh Johnson Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $228K in Q3 2013.
439 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2016.

Based on Hugh Johnson Advisors's 13F filing for Q1 2016, filed 10 May 2016.