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Palladiem’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Palladiem’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
Q3 		$3.12M Sell
36,660
-27,370
-43% -$2.32M 4.89% 9
2015
Q2 		$5.43M Buy
64,030
+410
+0.6% +$34.8K 4.48% 9
2015
Q1 		$5.4M Buy
63,620
+825
+1% +$69.9K 4.41% 9
2014
Q4 		$5.3M Buy
+62,795
New +$5.32M 4.35% 8

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Palladiem's SHY Position: Q3 2015 in Review

Palladiem reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 43% in Q3 2015, selling an estimated $2.32M and leaving 36,660 shares worth $3.12M. The position accounts for 4.89% of the portfolio, ranked #9.

Palladiem first reported a position in SHY in Q4 2014 and has held it in 4 quarters since. The position peaked at $5.43M in Q2 2015. 410 funds tracked by Wall St. Rank hold SHY as of Q3 2015.

  • Palladiem held 36,660 shares of iShares 1-3 Year Treasury Bond ETF worth $3.12M as of Q3 2015.
  • Palladiem sold 27,370 iShares 1-3 Year Treasury Bond ETF shares in Q3 2015, an estimated $2.32M.
  • iShares 1-3 Year Treasury Bond ETF made up 4.89% of Palladiem's portfolio in Q3 2015, its #9 holding.
  • Palladiem first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and has held it in 4 quarters since.
  • Palladiem's iShares 1-3 Year Treasury Bond ETF position peaked at $5.43M in Q2 2015.
  • 410 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2015.

Based on Palladiem's 13F filing for Q3 2015, filed 29 Oct 2015.