LCM
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Liberty Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Liberty Capital Management’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
2018
Q1 		– Sell
-203
Closed -$17K – 220
2017
Q4 		$17K Hold
203
– – 0.01% 226
2017
Q3 		$17K Sell
203
-18
-8% -$1.52K 0.01% 234
2017
Q2 		$19K Hold
221
– – 0.01% 214
2017
Q1 		$19K Hold
221
– – 0.01% 200
2016
Q4 		$19K Sell
221
-211
-49% -$17.9K 0.01% 194
2016
Q3 		$37K Buy
+432
New +$36.8K 0.02% 167

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BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $564B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return