Ronald Blue & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ronald Blue & Co’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 Q2	$853K	Sell	10,102 -66	-0.6%	-$5.58K	0.03%	84
2017 Q1	$859K	Sell	10,168 -10,016	-50%	-$846K	0.03%	84
2016 Q4	$1.71M	Sell	20,184 -6,875	-25%	-$582K	0.07%	54
2016 Q3	$2.3M	Sell	27,059 -9,395	-26%	-$799K	0.09%	35
2016 Q2	$3.11M	Sell	36,454 -44,276	-55%	-$3.76M	0.14%	23
2016 Q1	$6.86M	Sell	80,730 -320,636	-80%	-$27.2M	0.37%	12
2015 Q4	$33.9M	Buy	401,366 +376,994	+1,547%	+$31.9M	1.79%	7
2015 Q3	$2.07M	Buy	24,372 +17,316	+245%	+$1.47M	0.11%	32
2015 Q2	$599K	Sell	7,056 -5,316	-43%	-$451K	0.03%	138
2015 Q1	$1.05M	Sell	12,372 -27,599	-69%	-$2.34M	0.05%	84
2014 Q4	$3.38M	Buy	39,971 +27,588	+223%	+$2.34M	0.16%	22
2014 Q3	$1.05M	Sell	12,383 -3,682	-23%	-$311K	0.07%	71
2014 Q2	$1.36M	Buy	16,065 +2,468	+18%	+$209K	0.09%	59
2014 Q1	$1.15M	Sell	13,597 -16,131	-54%	-$1.36M	0.08%	64
2013 Q4	$2.51M	Buy	29,728 +15,681	+112%	+$1.32M	0.19%	31
2013 Q3	$1.19M	Buy	14,047 +11,173	+389%	+$942K	0.1%	58
2013 Q2	$242K	Buy	+2,874	New	+$243K	0.02%	113

Other funds holding SHY

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

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

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

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

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

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

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

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

TAIM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ronald Blue & Co's SHY Position: Q2 2017 in Review

Ronald Blue & Co reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.65% in Q2 2017, selling an estimated $5.58K and leaving 10,102 shares worth $853K. The position accounts for 0.03% of the portfolio, ranked #84.

Ronald Blue & Co first reported a position in SHY in Q2 2013 and has held it in 17 quarters since. The position peaked at $33.9M in Q4 2015. 434 funds tracked by Wall St. Rank hold SHY as of Q2 2017.

Ronald Blue & Co held 10,102 shares of iShares 1-3 Year Treasury Bond ETF worth $853K as of Q2 2017.
Ronald Blue & Co sold 66 iShares 1-3 Year Treasury Bond ETF shares in Q2 2017, an estimated $5.58K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Ronald Blue & Co's portfolio in Q2 2017, its #84 holding.
Ronald Blue & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 17 quarters since.
Ronald Blue & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $33.9M in Q4 2015.
434 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.