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Long Wharf Investors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Long Wharf Investors’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
2014
Q2 		$327K Hold
3,870
– – 0.26% 124
2014
Q1 		$327K Buy
+3,870
New +$327K 0.28% 122

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Long Wharf Investors's SHY Position: Q2 2014 in Review

Long Wharf Investors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2014 at 3,870 shares worth $327K. The position accounts for 0.26% of the portfolio, ranked #124.

Long Wharf Investors first reported a position in SHY in Q1 2014 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold SHY as of Q2 2014.

  • Long Wharf Investors held 3,870 shares of iShares 1-3 Year Treasury Bond ETF worth $327K as of Q2 2014.
  • Long Wharf Investors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2014.
  • iShares 1-3 Year Treasury Bond ETF made up 0.26% of Long Wharf Investors's portfolio in Q2 2014, its #124 holding.
  • Long Wharf Investors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2014 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.