Liberty Mutual Group Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Liberty Mutual Group Asset 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 Q4	–	Sell	-2,043,777	Closed	-$170M	–	655
2018 Q3	$170M	Sell	2,043,777 -872,364	-30%	-$72.6M	3.54%	7
2018 Q2	$243M	Buy	2,916,141 +1,276,830	+78%	+$106M	6.14%	4
2018 Q1	$137M	Buy	1,639,311 +10,240	+0.6%	+$856K	4.19%	5
2017 Q4	$137M	Buy	+1,629,071	New	+$137M	4%	6

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Liberty Mutual Group Asset Management's SHY Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2018, closing a stake of 2,043,777 shares — an estimated $170M sold.

Liberty Mutual Group Asset Management first reported a position in SHY in Q4 2017 and held it in 4 quarters. The position peaked at $243M in Q2 2018. 656 funds tracked by Wall St. Rank hold SHY as of Q4 2018.

Liberty Mutual Group Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Liberty Mutual Group Asset Management sold 2,043,777 iShares 1-3 Year Treasury Bond ETF shares in Q4 2018, an estimated $170M.
Liberty Mutual Group Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
Liberty Mutual Group Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $243M in Q2 2018.
656 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.