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Jolley Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Jolley Asset Management’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
2018
Q2 		– Sell
-47,905
Closed -$4M – 187
2018
Q1 		$4M Buy
+47,905
New +$4M 2.42% 22

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Jolley Asset Management's SHY Position: Q2 2018 in Review

Jolley Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2018, closing a stake of 47,905 shares — an estimated $4M sold.

Jolley Asset Management first reported a position in SHY in Q1 2018 and held it in 1 quarter. The position peaked at $4M in Q1 2018. 534 funds tracked by Wall St. Rank hold SHY as of Q2 2018.

  • Jolley Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Jolley Asset Management sold 47,905 iShares 1-3 Year Treasury Bond ETF shares in Q2 2018, an estimated $4M.
  • Jolley Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and held it in 1 quarter.
  • Jolley Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4M in Q1 2018.
  • 534 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2018.

Based on Jolley Asset Management's 13F filing for Q2 2018, filed 18 Jul 2018.