New England Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

New England Asset Management’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
2015 Q1	–	Sell	-350	Closed	-$30K	–	184
2014 Q4	$30K	Hold	350	–	–	﹤0.01%	137
2014 Q3	$30K	Hold	350	–	–	﹤0.01%	143
2014 Q2	$30K	Hold	350	–	–	﹤0.01%	143
2014 Q1	$30K	Hold	350	–	–	﹤0.01%	124
2013 Q4	$30K	Hold	350	–	–	﹤0.01%	124
2013 Q3	$30K	Hold	350	–	–	﹤0.01%	126
2013 Q2	$29K	Buy	+350	New	+$29.5K	﹤0.01%	129

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

New England Asset Management's SHY Position: Q1 2015 in Review

New England Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2015, closing a stake of 350 shares — an estimated $30K sold.

New England Asset Management first reported a position in SHY in Q2 2013 and held it in 7 quarters. The position peaked at $30K in Q4 2014. 359 funds tracked by Wall St. Rank hold SHY as of Q1 2015.

New England Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
New England Asset Management sold 350 iShares 1-3 Year Treasury Bond ETF shares in Q1 2015, an estimated $30K.
New England Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 7 quarters.
New England Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $30K in Q4 2014.
359 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2015.

Based on New England Asset Management's 13F filing for Q1 2015, filed 15 May 2015.