Investment Centers of America’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Investment Centers of America’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 Q4	–	Sell	-6,731	Closed	-$567K	–	411
2017 Q3	$567K	Sell	6,731 -1,792	-21%	-$152K	0.04%	316
2017 Q2	$720K	Buy	8,523 +3,839	+82%	+$325K	0.05%	286
2017 Q1	$397K	Buy	4,684 +394	+9%	+$33.3K	0.03%	408
2016 Q4	$362K	Buy	4,290 +51	+1%	+$4.32K	0.03%	394
2016 Q3	$361K	Buy	4,239 +325	+8%	+$27.7K	0.04%	346
2016 Q2	$334K	Buy	3,914 +242	+7%	+$20.6K	0.04%	338
2016 Q1	$313K	Buy	3,672 +293	+9%	+$24.9K	0.03%	352
2015 Q4	$284K	Sell	3,379 -327	-9%	-$27.7K	0.04%	340
2015 Q3	$314K	Sell	3,706 -30,961	-89%	-$2.63M	0.05%	306
2015 Q2	$2.94M	Buy	+34,667	New	+$2.94M	0.44%	62
2014 Q4	–	Sell	-7,408	Closed	-$626K	–	436
2014 Q3	$626K	Buy	+7,408	New	+$626K	0.11%	191

Other funds holding SHY

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Investment Centers of America's SHY Position: Q4 2017 in Review

Investment Centers of America sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2017, closing a stake of 6,731 shares — an estimated $567K sold.

Investment Centers of America first reported a position in SHY in Q3 2014 and held it in 11 quarters. The position peaked at $2.94M in Q2 2015. 519 funds tracked by Wall St. Rank hold SHY as of Q4 2017.

Investment Centers of America reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 6,731 iShares 1-3 Year Treasury Bond ETF shares in Q4 2017, an estimated $567K.
Investment Centers of America first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2014 and held it in 11 quarters.
Investment Centers of America's iShares 1-3 Year Treasury Bond ETF position peaked at $2.94M in Q2 2015.
519 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.