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Salem Investment Counselors’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Salem Investment Counselors’s Portfolio ISHG Stock Details ISHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,700
Closed -$255K – 297
2013
Q4 		$255K Sell
2,700
-9,000
-77% -$857K 0.03% 240
2013
Q3 		$1.11M Hold
11,700
– – 0.15% 131
2013
Q2 		$1.07M Buy
+11,700
New +$1.09M 0.16% 119

Other funds holding ISHG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KT
Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Salem Investment Counselors's ISHG Position: Q1 2014 in Review

Salem Investment Counselors sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q1 2014, closing a stake of 2,700 shares — an estimated $255K sold.

Salem Investment Counselors first reported a position in ISHG in Q2 2013 and held it in 3 quarters. The position peaked at $1.11M in Q3 2013. 45 funds tracked by Wall St. Rank hold ISHG as of Q1 2014.

  • Salem Investment Counselors reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Salem Investment Counselors sold 2,700 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2014, an estimated $255K.
  • Salem Investment Counselors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2013 and held it in 3 quarters.
  • Salem Investment Counselors's iShares 1-3 Year International Treasury Bond ETF position peaked at $1.11M in Q3 2013.
  • 45 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2014.

Based on Salem Investment Counselors's 13F filing for Q1 2014, filed 15 May 2014.