South Georgia Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

South Georgia Capital’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
2015 Q3	$28K	Hold	326	–	–	0.07%	78
2015 Q2	$28K	Hold	326	–	–	0.06%	100
2015 Q1	$28K	Hold	326	–	–	0.05%	102
2014 Q4	$28K	Hold	326	–	–	0.05%	105
2014 Q3	$28K	Sell	326 -61	-16%	-$5.16K	0.04%	104
2014 Q2	$33K	Buy	+387	New	+$32.7K	0.04%	104
2014 Q1	–	Sell	-423	Closed	-$36K	–	210
2013 Q4	$36K	Buy	+423	New	+$35.7K	0.02%	124

Other funds holding SHY

Bank of America

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

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 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

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Royal Bank of Canada

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