Marcuard Family Office’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Marcuard Family Office’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 Q3	–	Sell	-5,020	Closed	-$424K	–	27
2014 Q2	$424K	Sell	5,020 -10,000	-67%	-$845K	0.96%	19
2014 Q1	$1.27M	Buy	15,020 +1,600	+12%	+$135K	3.07%	8
2013 Q4	$1.13M	Sell	13,420 -1,880	-12%	-$159K	2.43%	13
2013 Q3	$1.29M	Hold	15,300	–	–	2.47%	13
2013 Q2	$1.29M	Buy	+15,300	New	+$1.29M	2.07%	15

Other funds holding SHY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

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

Marcuard Family Office's SHY Position: Q3 2014 in Review

Marcuard Family Office sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2014, closing a stake of 5,020 shares — an estimated $424K sold.

Marcuard Family Office first reported a position in SHY in Q2 2013 and held it in 5 quarters. The position peaked at $1.29M in Q3 2013. 334 funds tracked by Wall St. Rank hold SHY as of Q3 2014.

Marcuard Family Office reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2014 after selling out during the quarter.
Marcuard Family Office sold 5,020 iShares 1-3 Year Treasury Bond ETF shares in Q3 2014, an estimated $424K.
Marcuard Family Office first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 5 quarters.
Marcuard Family Office's iShares 1-3 Year Treasury Bond ETF position peaked at $1.29M in Q3 2013.
334 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2014.

Based on Marcuard Family Office's 13F filing for Q3 2014, filed 16 Oct 2014.