Rafferty Asset Management
SHY icon

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

Rafferty 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
2013
Q3 		– Sell
-29,854
Closed -$2.52M – 233
2013
Q2 		$2.52M Buy
+29,854
New +$2.52M 0.35% 47

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rafferty Asset Management's SHY Position: Q3 2013 in Review

Rafferty Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2013, closing a stake of 29,854 shares — an estimated $2.52M sold.

Rafferty Asset Management first reported a position in SHY in Q2 2013 and held it in 1 quarter. The position peaked at $2.52M in Q2 2013. 298 funds tracked by Wall St. Rank hold SHY as of Q3 2013.

  • Rafferty Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Rafferty Asset Management sold 29,854 iShares 1-3 Year Treasury Bond ETF shares in Q3 2013, an estimated $2.52M.
  • Rafferty Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Rafferty Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.52M in Q2 2013.
  • 298 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2013.

Based on Rafferty Asset Management's 13F filing for Q3 2013, filed 8 Nov 2013.