Simply Money Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Simply Money Advisors’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
2016 Q3	–	Sell	-163,878	Closed	-$14M	–	28
2016 Q2	$14M	Sell	163,878 -3,388	-2%	-$288K	2.15%	15
2016 Q1	$14.2M	Buy	+167,266	New	+$14.2M	2.17%	16

Other funds holding SHY

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

TAIM

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

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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Simply Money Advisors's SHY Position: Q3 2016 in Review

Simply Money Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2016, closing a stake of 163,878 shares — an estimated $14M sold.

Simply Money Advisors first reported a position in SHY in Q1 2016 and held it in 2 quarters. The position peaked at $14.2M in Q1 2016. 418 funds tracked by Wall St. Rank hold SHY as of Q3 2016.

Simply Money Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
Simply Money Advisors sold 163,878 iShares 1-3 Year Treasury Bond ETF shares in Q3 2016, an estimated $14M.
Simply Money Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 2 quarters.
Simply Money Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $14.2M in Q1 2016.
418 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2016.

Based on Simply Money Advisors's 13F filing for Q3 2016, filed 7 Oct 2016.