NBT Bank’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

NBT Bank’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-2,044	Closed	-$226K	–	204
2016 Q1	$226K	Buy	+2,044	New	+$225K	0.04%	190

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NBT Bank's SHV Position: Q2 2016 in Review

NBT Bank sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2016, closing a stake of 2,044 shares — an estimated $226K sold.

NBT Bank first reported a position in SHV in Q1 2016 and held it in 1 quarter. The position peaked at $226K in Q1 2016. 117 funds tracked by Wall St. Rank hold SHV as of Q2 2016.

NBT Bank reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
NBT Bank sold 2,044 iShares 0-1 Year Treasury Bond ETF shares in Q2 2016, an estimated $226K.
NBT Bank first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2016 and held it in 1 quarter.
NBT Bank's iShares 0-1 Year Treasury Bond ETF position peaked at $226K in Q1 2016.
117 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2016.

Based on NBT Bank's 13F filing for Q2 2016, filed 5 Aug 2016.