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Lehman Financial Resources’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lehman Financial Resources’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
-415
Closed -$35K – 292
2015
Q3 		$35K Hold
415
– – 0.02% 184
2015
Q2 		$35K Hold
415
– – 0.02% 193
2015
Q1 		$35K Hold
415
– – 0.02% 193
2014
Q4 		$35K Sell
415
-50
-11% -$4.23K 0.02% 178
2014
Q3 		$39K Sell
465
-650
-58% -$54.9K 0.02% 172
2014
Q2 		$94K Hold
1,115
– – 0.04% 97
2014
Q1 		$94K Hold
1,115
– – 0.05% 97
2013
Q4 		$94K Hold
1,115
– – 0.06% 85
2013
Q3 		$94K Sell
1,115
-123
-10% -$10.4K 0.06% 82
2013
Q2 		$104K Buy
+1,238
New +$105K 0.07% 66

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

Lehman Financial Resources's SHY Position: Q4 2015 in Review

Lehman Financial Resources sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2015, closing a stake of 415 shares — an estimated $35K sold.

Lehman Financial Resources first reported a position in SHY in Q2 2013 and held it in 10 quarters. The position peaked at $104K in Q2 2013. 417 funds tracked by Wall St. Rank hold SHY as of Q4 2015.

  • Lehman Financial Resources reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 415 iShares 1-3 Year Treasury Bond ETF shares in Q4 2015, an estimated $35K.
  • Lehman Financial Resources first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's iShares 1-3 Year Treasury Bond ETF position peaked at $104K in Q2 2013.
  • 417 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.