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Monroe Bank & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Monroe Bank & Trust’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
-600
Closed -$51K – 243
2014
Q2 		$51K Hold
600
– – 0.02% 195
2014
Q1 		$51K Hold
600
– – 0.02% 200
2013
Q4 		$51K Sell
600
-690
-53% -$58.3K 0.02% 175
2013
Q3 		$109K Hold
1,290
– – 0.05% 145
2013
Q2 		$109K Buy
+1,290
New +$109K 0.05% 141

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
Wells Fargo
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
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
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 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

Monroe Bank & Trust's SHY Position: Q3 2014 in Review

Monroe Bank & Trust sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2014, closing a stake of 600 shares — an estimated $51K sold.

Monroe Bank & Trust first reported a position in SHY in Q2 2013 and held it in 5 quarters. The position peaked at $109K in Q3 2013. 334 funds tracked by Wall St. Rank hold SHY as of Q3 2014.

  • Monroe Bank & Trust reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Monroe Bank & Trust sold 600 iShares 1-3 Year Treasury Bond ETF shares in Q3 2014, an estimated $51K.
  • Monroe Bank & Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 5 quarters.
  • Monroe Bank & Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $109K in Q3 2013.
  • 334 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2014.

Based on Monroe Bank & Trust's 13F filing for Q3 2014, filed 12 Nov 2014.