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

Monetary Management Group’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 Q4	–	Sell	-10,600	Closed	-$896K	–	373
2014 Q3	$896K	Hold	10,600	–	–	0.42%	73
2014 Q2	$896K	Hold	10,600	–	–	0.42%	75
2014 Q1	$895K	Hold	10,600	–	–	0.42%	74
2013 Q4	$894K	Buy	+10,600	New	+$895K	0.41%	69

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 Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Monetary Management Group's SHY Position: Q4 2014 in Review

Monetary Management Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2014, closing a stake of 10,600 shares — an estimated $896K sold.

Monetary Management Group first reported a position in SHY in Q4 2013 and held it in 4 quarters. The position peaked at $896K in Q3 2014. 362 funds tracked by Wall St. Rank hold SHY as of Q4 2014.

Monetary Management Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2014 after selling out during the quarter.
Monetary Management Group sold 10,600 iShares 1-3 Year Treasury Bond ETF shares in Q4 2014, an estimated $896K.
Monetary Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 4 quarters.
Monetary Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $896K in Q3 2014.
362 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2014.

Based on Monetary Management Group's 13F filing for Q4 2014, filed 12 Feb 2015.