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National Planning Corporation’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

National Planning Corporation’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
-14,947
Closed -$1.26M – 514
2017
Q3 		$1.26M Sell
14,947
-2,709
-15% -$229K 0.11% 202
2017
Q2 		$1.49M Buy
17,656
+11,887
+206% +$1M 0.11% 206
2017
Q1 		$488K Sell
5,769
-23
-0.4% -$1.94K 0.04% 385
2016
Q4 		$489K Buy
5,792
+820
+16% +$69.4K 0.04% 374
2016
Q3 		$422K Sell
4,972
-797
-14% -$67.8K 0.03% 396
2016
Q2 		$491K Sell
5,769
-7,011
-55% -$596K 0.04% 381
2016
Q1 		$1.09M Sell
12,780
-4,421
-26% -$375K 0.09% 215
2015
Q4 		$1.46M Sell
17,201
-40,519
-70% -$3.43M 0.12% 196
2015
Q3 		$4.88M Buy
57,720
+27,326
+90% +$2.32M 0.45% 49
2015
Q2 		$2.58M Buy
30,394
+15,952
+110% +$1.35M 0.23% 96
2015
Q1 		$1.22M Sell
14,442
-2,194
-13% -$186K 0.11% 185
2014
Q4 		$1.41M Sell
16,636
-14,134
-46% -$1.2M 0.1% 187
2014
Q3 		$2.6M Buy
30,770
+14,529
+89% +$1.23M 0.2% 97
2014
Q2 		$1.37M Sell
16,241
-13,581
-46% -$1.15M 0.11% 193
2014
Q1 		$2.52M Sell
29,822
-64,553
-68% -$5.45M 0.22% 91
2013
Q4 		$7.96M Buy
94,375
+50,416
+115% +$4.26M 0.71% 29
2013
Q3 		$3.71M Buy
43,959
+10,313
+31% +$870K 0.36% 65
2013
Q2 		$2.84M Buy
+33,646
New +$2.84M 0.35% 70

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 $3.01B AUM 10.24% 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

National Planning Corporation's SHY Position: Q4 2017 in Review

National Planning Corporation sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2017, closing a stake of 14,947 shares — an estimated $1.26M sold.

National Planning Corporation first reported a position in SHY in Q2 2013 and held it in 18 quarters. The position peaked at $7.96M in Q4 2013. 519 funds tracked by Wall St. Rank hold SHY as of Q4 2017.

  • National Planning Corporation reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 14,947 iShares 1-3 Year Treasury Bond ETF shares in Q4 2017, an estimated $1.26M.
  • National Planning Corporation first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares 1-3 Year Treasury Bond ETF position peaked at $7.96M in Q4 2013.
  • 519 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.