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Investment Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Investment Partners’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
2015
Q2 		– Sell
-896
Closed -$76K – 134
2015
Q1 		$76K Buy
+896
New +$75.9K 0.08% 111

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Investment Partners's SHY Position: Q2 2015 in Review

Investment Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2015, closing a stake of 896 shares — an estimated $76K sold.

Investment Partners first reported a position in SHY in Q1 2015 and held it in 1 quarter. The position peaked at $76K in Q1 2015. 376 funds tracked by Wall St. Rank hold SHY as of Q2 2015.

  • Investment Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Investment Partners sold 896 iShares 1-3 Year Treasury Bond ETF shares in Q2 2015, an estimated $76K.
  • Investment Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2015 and held it in 1 quarter.
  • Investment Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $76K in Q1 2015.
  • 376 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2015.

Based on Investment Partners's 13F filing for Q2 2015, filed 28 Jul 2015.