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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 – 219
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

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.15B AUM 29.1% 1-Year Est. Return

Liberty Capital Management's SHY Position: Q1 2018 in Review

Liberty Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2018, closing a stake of 203 shares — an estimated $17K sold.

Liberty Capital Management first reported a position in SHY in Q3 2016 and held it in 6 quarters. The position peaked at $37K in Q3 2016. 523 funds tracked by Wall St. Rank hold SHY as of Q1 2018.

  • Liberty Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 203 iShares 1-3 Year Treasury Bond ETF shares in Q1 2018, an estimated $17K.
  • Liberty Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2016 and held it in 6 quarters.
  • Liberty Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $37K in Q3 2016.
  • 523 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.