LG
SHY icon

LaFleur & Godfrey’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

LaFleur & Godfrey’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
2016
Q2 		– Sell
-3,405
Closed -$290K – 73
2016
Q1 		$290K Buy
3,405
+600
+21% +$50.9K 0.09% 66
2015
Q4 		$237K Sell
2,805
-4,520
-62% -$383K 0.07% 70
2015
Q3 		$623K Hold
7,325
– – 0.19% 58
2015
Q2 		$622K Sell
7,325
-200
-3% -$17K 0.17% 61
2015
Q1 		$639K Sell
7,525
-250
-3% -$21.2K 0.17% 62
2014
Q4 		$657K Sell
7,775
-100
-1% -$8.46K 0.18% 62
2014
Q3 		$666K Sell
7,875
-2,000
-20% -$169K 0.18% 67
2014
Q2 		$835K Sell
9,875
-1,500
-13% -$127K 0.22% 61
2014
Q1 		$961K Buy
11,375
+1,550
+16% +$131K 0.27% 57
2013
Q4 		$829K Buy
9,825
+4,000
+69% +$338K 0.23% 59
2013
Q3 		$492K Buy
5,825
+1,125
+24% +$94.9K 0.14% 62
2013
Q2 		$396K Buy
+4,700
New +$397K 0.12% 64

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
CC
Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LaFleur & Godfrey's SHY Position: Q2 2016 in Review

LaFleur & Godfrey sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2016, closing a stake of 3,405 shares — an estimated $290K sold.

LaFleur & Godfrey first reported a position in SHY in Q2 2013 and held it in 12 quarters. The position peaked at $961K in Q1 2014. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2016.

  • LaFleur & Godfrey reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • LaFleur & Godfrey sold 3,405 iShares 1-3 Year Treasury Bond ETF shares in Q2 2016, an estimated $290K.
  • LaFleur & Godfrey first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 12 quarters.
  • LaFleur & Godfrey's iShares 1-3 Year Treasury Bond ETF position peaked at $961K in Q1 2014.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2016.

Based on LaFleur & Godfrey's 13F filing for Q2 2016, filed 10 Aug 2016.