Independent Portfolio Consultants’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Independent Portfolio Consultants’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 Q2	$560K	Buy	6,629 +354	+6%	+$29.9K	0.23%	140
2017 Q1	$530K	Sell	6,275 -19,815	-76%	-$1.67M	0.18%	203
2016 Q4	$2.2M	Sell	26,090 -985	-4%	-$83.4K	0.72%	15
2016 Q3	$2.3M	Buy	27,075 +3,835	+17%	+$326K	0.72%	18
2016 Q2	$1.98M	Buy	23,240 +650	+3%	+$55.2K	0.62%	27
2016 Q1	$1.92M	Sell	22,590 -1,210	-5%	-$103K	0.54%	37
2015 Q4	$2.01M	Buy	23,800 +22,040	+1,252%	+$1.87M	0.6%	29
2015 Q3	$150K	Sell	1,760 -6,905	-80%	-$586K	0.03%	395
2015 Q2	$735K	Buy	8,665 +3,210	+59%	+$272K	0.15%	197
2015 Q1	$463K	Sell	5,455 -810	-13%	-$68.6K	0.09%	251
2014 Q4	$529K	Sell	6,265 -3,770	-38%	-$319K	0.11%	243
2014 Q3	$848K	Sell	10,035 -2,740	-21%	-$232K	0.23%	109
2014 Q2	$1.08M	Buy	12,775 +5,405	+73%	+$457K	0.3%	78
2014 Q1	$622K	Buy	+7,370	New	+$623K	0.2%	162

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAIM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Independent Portfolio Consultants's SHY Position: Q2 2017 in Review

Independent Portfolio Consultants increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.6% in Q2 2017, buying an estimated $29.9K and bringing the position to 6,629 shares worth $560K. The position accounts for 0.23% of the portfolio, ranked #140.

Independent Portfolio Consultants first reported a position in SHY in Q1 2014 and has held it in 14 quarters since. The position peaked at $2.3M in Q3 2016. 434 funds tracked by Wall St. Rank hold SHY as of Q2 2017.

Independent Portfolio Consultants held 6,629 shares of iShares 1-3 Year Treasury Bond ETF worth $560K as of Q2 2017.
Independent Portfolio Consultants bought 354 iShares 1-3 Year Treasury Bond ETF shares in Q2 2017, an estimated $29.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.23% of Independent Portfolio Consultants's portfolio in Q2 2017, its #140 holding.
Independent Portfolio Consultants first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2014 and has held it in 14 quarters since.
Independent Portfolio Consultants's iShares 1-3 Year Treasury Bond ETF position peaked at $2.3M in Q3 2016.
434 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.