KSA
SHY icon

Ken Stern & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ken Stern & Associates’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
-63,415
Closed -$5.39M – 83
2015
Q3 		$5.39M Buy
+63,415
New +$5.38M 4.18% 7

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Envestnet Asset Management
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

Ken Stern & Associates's SHY Position: Q4 2015 in Review

Ken Stern & Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2015, closing a stake of 63,415 shares — an estimated $5.39M sold.

Ken Stern & Associates first reported a position in SHY in Q3 2015 and held it in 1 quarter. The position peaked at $5.39M in Q3 2015. 417 funds tracked by Wall St. Rank hold SHY as of Q4 2015.

  • Ken Stern & Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Ken Stern & Associates sold 63,415 iShares 1-3 Year Treasury Bond ETF shares in Q4 2015, an estimated $5.39M.
  • Ken Stern & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and held it in 1 quarter.
  • Ken Stern & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $5.39M in Q3 2015.
  • 417 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2015.

Based on Ken Stern & Associates's 13F filing for Q4 2015, filed 27 Jan 2016.