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Kanaly Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kanaly Trust’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
Q3 		– Sell
-1,070
Closed -$91K – 899
2015
Q2 		$91K Buy
1,070
+513
+92% +$43.5K 0.02% 229
2015
Q1 		$47K Sell
557
-151
-21% -$12.8K 0.01% 291
2014
Q4 		$60K Sell
708
-853
-55% -$72.2K 0.01% 277
2014
Q3 		$132K Hold
1,561
– – 0.03% 205
2014
Q2 		$132K Buy
1,561
+1,201
+334% +$102K 0.02% 211
2014
Q1 		$30K Sell
360
-1,790
-83% -$151K 0.01% 352
2013
Q4 		$181K Buy
+2,150
New +$182K 0.04% 197

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kanaly Trust's SHY Position: Q3 2015 in Review

Kanaly Trust sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2015, closing a stake of 1,070 shares — an estimated $91K sold.

Kanaly Trust first reported a position in SHY in Q4 2013 and held it in 7 quarters. The position peaked at $181K in Q4 2013. 410 funds tracked by Wall St. Rank hold SHY as of Q3 2015.

  • Kanaly Trust reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Kanaly Trust sold 1,070 iShares 1-3 Year Treasury Bond ETF shares in Q3 2015, an estimated $91K.
  • Kanaly Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 7 quarters.
  • Kanaly Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $181K in Q4 2013.
  • 410 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2015.

Based on Kanaly Trust's 13F filing for Q3 2015, filed 19 Oct 2015.