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

Placemark Investments’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
2014 Q4	$26.4M	Buy	312,889 +23,138	+8%	+$1.96M	0.47%	29
2014 Q3	$24.5M	Sell	289,751 -29,002	-9%	-$2.45M	0.45%	38
2014 Q2	$27M	Sell	318,753 -77,848	-20%	-$6.58M	0.48%	31
2014 Q1	$33.5M	Buy	396,601 +102,983	+35%	+$8.7M	0.64%	17
2013 Q4	$24.8M	Buy	293,618 +39,176	+15%	+$3.31M	0.41%	46
2013 Q3	$21.5M	Buy	254,442 +58,070	+30%	+$4.9M	0.41%	49
2013 Q2	$16.6M	Buy	+196,372	New	+$16.6M	0.35%	56

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Placemark Investments's SHY Position: Q4 2014 in Review

Placemark Investments increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8% in Q4 2014, buying an estimated $1.96M and bringing the position to 312,889 shares worth $26.4M. The position accounts for 0.47% of the portfolio, ranked #29.

Placemark Investments first reported a position in SHY in Q2 2013 and has held it in 7 quarters since. The position peaked at $33.5M in Q1 2014. 362 funds tracked by Wall St. Rank hold SHY as of Q4 2014.

Placemark Investments held 312,889 shares of iShares 1-3 Year Treasury Bond ETF worth $26.4M as of Q4 2014.
Placemark Investments bought 23,138 iShares 1-3 Year Treasury Bond ETF shares in Q4 2014, an estimated $1.96M.
iShares 1-3 Year Treasury Bond ETF made up 0.47% of Placemark Investments's portfolio in Q4 2014, its #29 holding.
Placemark Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $33.5M in Q1 2014.
362 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.