Parasol Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Parasol Investment 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
2017 Q1	–	Sell	-380	Closed	-$32K	–	132
2016 Q4	$32K	Buy	380 +300	+375%	+$25.4K	0.03%	119
2016 Q3	$7K	Hold	80	–	–	0.01%	141
2016 Q2	$7K	Hold	80	–	–	0.01%	138
2016 Q1	$7K	Hold	80	–	–	0.01%	138
2015 Q4	$7K	Sell	80 -3,035	-97%	-$257K	0.01%	139
2015 Q3	$265K	Sell	3,115 -2,205	-41%	-$187K	0.24%	50
2015 Q2	$451K	Hold	5,320	–	–	0.3%	48
2015 Q1	$452K	Buy	5,320 +2,285	+75%	+$194K	0.28%	48
2014 Q4	$256K	Buy	3,035 +1,515	+100%	+$128K	0.18%	54
2014 Q3	$128K	Buy	1,520 +1,220	+407%	+$103K	0.09%	63
2014 Q2	$25K	Hold	300	–	–	0.02%	150
2014 Q1	$25K	Hold	300	–	–	0.02%	132
2013 Q4	$25K	Buy	+300	New	+$25.3K	0.02%	131

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Parasol Investment Management's SHY Position: Q1 2017 in Review

Parasol Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2017, closing a stake of 380 shares — an estimated $32K sold.

Parasol Investment Management first reported a position in SHY in Q4 2013 and held it in 13 quarters. The position peaked at $452K in Q1 2015. 432 funds tracked by Wall St. Rank hold SHY as of Q1 2017.

Parasol Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
Parasol Investment Management sold 380 iShares 1-3 Year Treasury Bond ETF shares in Q1 2017, an estimated $32K.
Parasol Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 13 quarters.
Parasol Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $452K in Q1 2015.
432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.