Investors Capital Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Investors Capital Advisory Services’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 Q2	$2.79M	Buy	32,762 +1,668	+5%	+$142K	0.54%	39
2016 Q1	$2.64M	Sell	31,094 -6,178	-17%	-$524K	0.53%	34
2015 Q4	$3.14M	Buy	37,272 +28,456	+323%	+$2.41M	0.61%	24
2015 Q3	$749K	Buy	8,816 +5,437	+161%	+$461K	0.15%	200
2015 Q2	$286K	Sell	3,379 -946	-22%	-$80.2K	0.05%	493
2015 Q1	$367K	Buy	4,325 +168	+4%	+$14.2K	0.07%	392
2014 Q4	$351K	Sell	4,157 -513	-11%	-$43.4K	0.07%	390
2014 Q3	$394K	Sell	4,670 -122	-3%	-$10.3K	0.08%	360
2014 Q2	$405K	Sell	4,792 -81	-2%	-$6.85K	0.07%	401
2014 Q1	$411K	Buy	4,873 +1,186	+32%	+$100K	0.09%	323
2013 Q4	$311K	Buy	+3,687	New	+$311K	0.07%	373

Other funds holding SHY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TAIM

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

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

Investors Capital Advisory Services's SHY Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.4% in Q2 2016, buying an estimated $142K and bringing the position to 32,762 shares worth $2.79M. The position accounts for 0.54% of the portfolio, ranked #39.

Investors Capital Advisory Services first reported a position in SHY in Q4 2013 and has held it in 11 quarters since. The position peaked at $3.14M in Q4 2015. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2016.

Investors Capital Advisory Services held 32,762 shares of iShares 1-3 Year Treasury Bond ETF worth $2.79M as of Q2 2016.
Investors Capital Advisory Services bought 1,668 iShares 1-3 Year Treasury Bond ETF shares in Q2 2016, an estimated $142K.
iShares 1-3 Year Treasury Bond ETF made up 0.54% of Investors Capital Advisory Services's portfolio in Q2 2016, its #39 holding.
Investors Capital Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and has held it in 11 quarters since.
Investors Capital Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $3.14M in Q4 2015.
409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.