JO
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John Overdeck’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

John Overdeck’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
2014
Q2 		– Sell
-33,064
Closed -$2.79M – 2327
2014
Q1 		$2.79M Buy
33,064
+17,269
+109% +$1.46M 0.02% 822
2013
Q4 		$1.33M Buy
+15,795
New +$1.33M 0.01% 1194

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

John Overdeck's SHY Position: Q2 2014 in Review

John Overdeck sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2014, closing a stake of 33,064 shares — an estimated $2.79M sold.

John Overdeck first reported a position in SHY in Q4 2013 and held it in 2 quarters. The position peaked at $2.79M in Q1 2014. 335 funds tracked by Wall St. Rank hold SHY as of Q2 2014.

  • John Overdeck reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • John Overdeck sold 33,064 iShares 1-3 Year Treasury Bond ETF shares in Q2 2014, an estimated $2.79M.
  • John Overdeck first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 2 quarters.
  • John Overdeck's iShares 1-3 Year Treasury Bond ETF position peaked at $2.79M in Q1 2014.
  • 335 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2014.

Based on Two Sigma Investments's 13F filing for Q2 2014, filed 14 Aug 2014.