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Lincoln Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lincoln Capital’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
2017
Q4 		– Sell
-2,413
Closed -$204K – 71
2017
Q3 		$204K Hold
2,413
– – 0.13% 67
2017
Q2 		$204K Hold
2,413
– – 0.13% 68
2017
Q1 		$204K Sell
2,413
-200
-8% -$16.9K 0.14% 67
2016
Q4 		$221K Hold
2,613
– – 0.16% 59
2016
Q3 		$222K Sell
2,613
-58
-2% -$4.93K 0.16% 59
2016
Q2 		$228K Sell
2,671
-116
-4% -$9.86K 0.17% 56
2016
Q1 		$237K Buy
2,787
+82
+3% +$6.96K 0.18% 54
2015
Q4 		$228K Hold
2,705
– – 0.18% 54
2015
Q3 		$230K Sell
2,705
-945
-26% -$80.2K 0.19% 47
2015
Q2 		$310K Sell
3,650
-235
-6% -$19.9K 0.26% 39
2015
Q1 		$330K Sell
3,885
-100
-3% -$8.47K 0.28% 39
2014
Q4 		$337K Buy
+3,985
New +$337K 0.29% 36

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $666B AUM 30.12% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Lincoln Capital's SHY Position: Q4 2017 in Review

Lincoln Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2017, closing a stake of 2,413 shares — an estimated $204K sold.

Lincoln Capital first reported a position in SHY in Q4 2014 and held it in 12 quarters. The position peaked at $337K in Q4 2014. 519 funds tracked by Wall St. Rank hold SHY as of Q4 2017.

  • Lincoln Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Lincoln Capital sold 2,413 iShares 1-3 Year Treasury Bond ETF shares in Q4 2017, an estimated $204K.
  • Lincoln Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and held it in 12 quarters.
  • Lincoln Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $337K in Q4 2014.
  • 519 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2017.

Based on Lincoln Capital's 13F filing for Q4 2017, filed 17 Jan 2018.