SHWM
SHY icon

Smith & Howard Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Smith & Howard 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
Q1 		– Sell
-1,100
Closed -$93K – 185
2013
Q4 		$93K Hold
1,100
– – 0.05% 87
2013
Q3 		$93K Hold
1,100
– – 0.06% 80
2013
Q2 		$93K Buy
+1,100
New +$92.9K 0.06% 72

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smith & Howard Wealth Management's SHY Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2014, closing a stake of 1,100 shares — an estimated $93K sold.

Smith & Howard Wealth Management first reported a position in SHY in Q2 2013 and held it in 3 quarters. The position peaked at $93K in Q4 2013. 342 funds tracked by Wall St. Rank hold SHY as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,100 iShares 1-3 Year Treasury Bond ETF shares in Q1 2014, an estimated $93K.
  • Smith & Howard Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $93K in Q4 2013.
  • 342 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.