SWM
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Segment Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Segment Wealth 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
2014
Q3 		– Sell
-14,882
Closed -$1.26M – 181
2014
Q2 		$1.26M Buy
14,882
+158
+1% +$13.4K 0.49% 64
2014
Q1 		$1.24M Sell
14,724
-522
-3% -$44.1K 0.58% 60
2013
Q4 		$1.29M Buy
15,246
+139
+0.9% +$11.7K 0.63% 58
2013
Q3 		$1.28M Sell
15,107
-612
-4% -$51.6K 0.69% 46
2013
Q2 		$1.32M Buy
+15,719
New +$1.33M 0.79% 39

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Segment Wealth Management's SHY Position: Q3 2014 in Review

Segment Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2014, closing a stake of 14,882 shares — an estimated $1.26M sold.

Segment Wealth Management first reported a position in SHY in Q2 2013 and held it in 5 quarters. The position peaked at $1.32M in Q2 2013. 334 funds tracked by Wall St. Rank hold SHY as of Q3 2014.

  • Segment Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Segment Wealth Management sold 14,882 iShares 1-3 Year Treasury Bond ETF shares in Q3 2014, an estimated $1.26M.
  • Segment Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 5 quarters.
  • Segment Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.32M in Q2 2013.
  • 334 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2014.

Based on Segment Wealth Management's 13F filing for Q3 2014, filed 28 Oct 2014.