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

Pension Partners’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
2016
Q4 		– Sell
-284,245
Closed -$24.2M – 18
2016
Q3 		$24.2M Buy
+284,245
New +$24.2M 25.62% 2

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pension Partners's SHY Position: Q4 2016 in Review

Pension Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2016, closing a stake of 284,245 shares — an estimated $24.2M sold.

Pension Partners first reported a position in SHY in Q3 2016 and held it in 1 quarter. The position peaked at $24.2M in Q3 2016. 433 funds tracked by Wall St. Rank hold SHY as of Q4 2016.

  • Pension Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Pension Partners sold 284,245 iShares 1-3 Year Treasury Bond ETF shares in Q4 2016, an estimated $24.2M.
  • Pension Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2016 and held it in 1 quarter.
  • Pension Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $24.2M in Q3 2016.
  • 433 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2016.

Based on Pension Partners's 13F filing for Q4 2016, filed 13 Feb 2017.