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Smith Hayes Advisers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Smith Hayes Advisers’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
Q1 		$716K Hold
8,420
– – 0.15% 168
2015
Q4 		$710K Hold
8,420
– – 0.15% 165
2015
Q3 		$716K Hold
8,420
– – 0.16% 159
2015
Q2 		$715K Hold
8,420
– – 0.14% 162
2015
Q1 		$715K Hold
8,420
– – 0.14% 169
2014
Q4 		$711K Buy
8,420
+800
+10% +$67.7K 0.15% 167
2014
Q3 		$644K Buy
7,620
+200
+3% +$16.9K 0.15% 160
2014
Q2 		$627K Buy
7,420
+800
+12% +$67.6K 0.15% 158
2014
Q1 		$559K Buy
+6,620
New +$559K 0.14% 166

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CC
Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Smith Hayes Advisers's SHY Position: Q1 2016 in Review

Smith Hayes Advisers held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2016 at 8,420 shares worth $716K. The position accounts for 0.15% of the portfolio, ranked #168.

Smith Hayes Advisers first reported a position in SHY in Q1 2014 and has held it in 9 quarters since. 439 funds tracked by Wall St. Rank hold SHY as of Q1 2016.

  • Smith Hayes Advisers held 8,420 shares of iShares 1-3 Year Treasury Bond ETF worth $716K as of Q1 2016.
  • Smith Hayes Advisers left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2016.
  • iShares 1-3 Year Treasury Bond ETF made up 0.15% of Smith Hayes Advisers's portfolio in Q1 2016, its #168 holding.
  • Smith Hayes Advisers first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2014 and has held it in 9 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.