Shoker Investment Counsel’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Shoker Investment Counsel’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
2018 Q1	–	Sell	-2,398	Closed	-$201K	–	105
2017 Q4	$201K	Buy	2,398 +2	+0.1%	+$168	0.15%	101
2017 Q3	$202K	Buy	2,396 +1	+0%	+$85	0.15%	96
2017 Q2	$202K	Sell	2,395 -760	-24%	-$64.2K	0.16%	98
2017 Q1	$266K	Buy	3,155 +1	+0%	+$84	0.22%	88
2016 Q4	$266K	Buy	3,154 +176	+6%	+$14.9K	0.22%	88
2016 Q3	$253K	Hold	2,978	–	–	0.21%	89
2016 Q2	$254K	Hold	2,978	–	–	0.23%	88
2016 Q1	$253K	Hold	2,978	–	–	0.24%	87
2015 Q4	$251K	Hold	2,978	–	–	0.25%	84
2015 Q3	$253K	Hold	2,978	–	–	0.27%	80
2015 Q2	$252K	Hold	2,978	–	–	0.24%	82
2015 Q1	$252K	Sell	2,978 -36	-1%	-$3.05K	0.24%	84
2014 Q4	$254K	Hold	3,014	–	–	0.24%	85
2014 Q3	$254K	Hold	3,014	–	–	0.24%	75
2014 Q2	$254K	Sell	3,014 -1,257	-29%	-$106K	0.23%	77
2014 Q1	$361K	Buy	4,271 +237	+6%	+$20K	0.34%	64
2013 Q4	$340K	Buy	+4,034	New	+$341K	0.31%	67

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Shoker Investment Counsel's SHY Position: Q1 2018 in Review

Shoker Investment Counsel sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2018, closing a stake of 2,398 shares — an estimated $201K sold.

Shoker Investment Counsel first reported a position in SHY in Q4 2013 and held it in 17 quarters. The position peaked at $361K in Q1 2014. 523 funds tracked by Wall St. Rank hold SHY as of Q1 2018.

Shoker Investment Counsel reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
Shoker Investment Counsel sold 2,398 iShares 1-3 Year Treasury Bond ETF shares in Q1 2018, an estimated $201K.
Shoker Investment Counsel first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 17 quarters.
Shoker Investment Counsel's iShares 1-3 Year Treasury Bond ETF position peaked at $361K in Q1 2014.
523 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2018.

Based on Shoker Investment Counsel's 13F filing for Q1 2018, filed 9 May 2018.