Sterneck Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-2,700
Closed -$228K 149
2013
Q4
$228K Buy
+2,700
New +$228K 0.14% 126

Other funds holding SHY

Sterneck Capital Management's SHY Position: Q1 2014 in Review

Sterneck Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2014, closing a stake of 2,700 shares — an estimated $228K sold.

Sterneck Capital Management first reported a position in SHY in Q4 2013 and held it in 1 quarter. The position peaked at $228K in Q4 2013. 342 funds tracked by Wall St. Rank hold SHY as of Q1 2014.

  • Sterneck Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Sterneck Capital Management sold 2,700 iShares 1-3 Year Treasury Bond ETF shares in Q1 2014, an estimated $228K.
  • Sterneck Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 1 quarter.
  • Sterneck Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $228K in Q4 2013.
  • 342 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2014.

Based on Sterneck Capital Management's 13F filing for Q1 2014, filed 15 May 2014.