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IFC Holdings’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

IFC Holdings’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
2017
Q3 		– Sell
-2,756
Closed -$234K – 531
2017
Q2 		$234K Sell
2,756
-1,590
-37% -$134K 0.02% 426
2017
Q1 		$369K Sell
4,346
-1,277
-23% -$108K 0.03% 303
2016
Q4 		$476K Buy
5,623
+846
+18% +$71.6K 0.05% 238
2016
Q3 		$407K Sell
4,777
-2,038
-30% -$173K 0.04% 252
2016
Q2 		$582K Sell
6,815
-2,534
-27% -$215K 0.07% 195
2016
Q1 		$794K Buy
9,349
+334
+4% +$28.3K 0.1% 141
2015
Q4 		$759K Buy
9,015
+6,307
+233% +$534K 0.1% 148
2015
Q3 		$229K Sell
2,708
-761
-22% -$64.5K 0.03% 319
2015
Q2 		$293K Sell
3,469
-110
-3% -$9.33K 0.04% 292
2015
Q1 		$302K Buy
3,579
+294
+9% +$24.9K 0.05% 280
2014
Q4 		$274K Sell
3,285
-9,406
-74% -$796K 0.05% 290
2014
Q3 		$1.07M Buy
12,691
+10,207
+411% +$863K 0.19% 110
2014
Q2 		$207K Sell
2,484
-5,658
-69% -$478K 0.04% 324
2014
Q1 		$681K Sell
8,142
-19,658
-71% -$1.66M 0.14% 138
2013
Q4 		$2.34M Buy
+27,800
New +$2.35M 0.49% 46

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

IFC Holdings's SHY Position: Q3 2017 in Review

IFC Holdings sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2017, closing a stake of 2,756 shares — an estimated $234K sold.

IFC Holdings first reported a position in SHY in Q4 2013 and held it in 15 quarters. The position peaked at $2.34M in Q4 2013. 445 funds tracked by Wall St. Rank hold SHY as of Q3 2017.

  • IFC Holdings reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • IFC Holdings sold 2,756 iShares 1-3 Year Treasury Bond ETF shares in Q3 2017, an estimated $234K.
  • IFC Holdings first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 15 quarters.
  • IFC Holdings's iShares 1-3 Year Treasury Bond ETF position peaked at $2.34M in Q4 2013.
  • 445 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2017.

Based on IFC Holdings's 13F filing for Q3 2017, filed 26 Oct 2017.