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Steinberg Global Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Steinberg Global Asset 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
2016
Q1 		– Sell
-9,684
Closed -$817K – 224
2015
Q4 		$817K Buy
+9,684
New +$820K 0.16% 104

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

Steinberg Global Asset Management's SHY Position: Q1 2016 in Review

Steinberg Global Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2016, closing a stake of 9,684 shares — an estimated $817K sold.

Steinberg Global Asset Management first reported a position in SHY in Q4 2015 and held it in 1 quarter. The position peaked at $817K in Q4 2015. 439 funds tracked by Wall St. Rank hold SHY as of Q1 2016.

  • Steinberg Global Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Steinberg Global Asset Management sold 9,684 iShares 1-3 Year Treasury Bond ETF shares in Q1 2016, an estimated $817K.
  • Steinberg Global Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and held it in 1 quarter.
  • Steinberg Global Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $817K in Q4 2015.
  • 439 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2016.

Based on Steinberg Global Asset Management's 13F filing for Q1 2016, filed 16 May 2016.