Kavar Capital Partners Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kavar Capital Partners Group’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 Q4	–	Sell	-8	Closed	–	–	521
2015 Q3	$0	Hold	8	–	–	﹤0.01%	528
2015 Q2	$0	Buy	+8	New	+$679	﹤0.01%	533
2014 Q2	–	Sell	-8	Closed	–	–	385
2014 Q1	$0	Sell	8 -5	-38%	-$422	﹤0.01%	566
2013 Q4	$1K	Buy	+13	New	+$1.1K	﹤0.01%	447

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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

BIT

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

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

Kavar Capital Partners Group's SHY Position: Q4 2015 in Review

Kavar Capital Partners Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2015, closing a stake of 8 shares.

Kavar Capital Partners Group first reported a position in SHY in Q4 2013 and held it in 4 quarters. The position peaked at $1K in Q4 2013. 417 funds tracked by Wall St. Rank hold SHY as of Q4 2015.

Kavar Capital Partners Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
Kavar Capital Partners Group sold 8 iShares 1-3 Year Treasury Bond ETF shares in Q4 2015.
Kavar Capital Partners Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 4 quarters.
Kavar Capital Partners Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1K in Q4 2013.
417 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2015.

Based on Kavar Capital Partners Group's 13F filing for Q4 2015, filed 1 May 2019.