Kernodle & Katon Asset Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kernodle & Katon Asset Management 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
2017 Q1	$21K	Buy	+245	New	+$20.7K	0.01%	193
2016 Q2	–	Sell	-157	Closed	-$13K	–	326
2016 Q1	$13K	Sell	157 -31	-16%	-$2.63K	0.01%	194
2015 Q4	$16K	Buy	+188	New	+$15.9K	0.02%	178

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kernodle & Katon Asset Management Group's SHY Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2017: 245 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings. This is a return to the name: Kernodle & Katon Asset Management Group previously reported a position in SHY as recently as Q1 2016.

Kernodle & Katon Asset Management Group first reported a position in SHY in Q4 2015 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold SHY as of Q1 2017.

Kernodle & Katon Asset Management Group held 245 shares of iShares 1-3 Year Treasury Bond ETF worth $21K as of Q1 2017.
iShares 1-3 Year Treasury Bond ETF was a new Kernodle & Katon Asset Management Group position in Q1 2017.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #193 holding.
Kernodle & Katon Asset Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and has held it in 3 quarters since.
432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.