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Stone House Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Stone House Investment 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
2017
Q1 		– Sell
-39,356
Closed -$3.32M – 43
2016
Q4 		$3.32M Buy
+39,356
New +$3.33M 2.8% 10

Other funds holding SHY

Bank of America
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stone House Investment Management's SHY Position: Q1 2017 in Review

Stone House Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2017, closing a stake of 39,356 shares — an estimated $3.32M sold.

Stone House Investment Management first reported a position in SHY in Q4 2016 and held it in 1 quarter. The position peaked at $3.32M in Q4 2016. 432 funds tracked by Wall St. Rank hold SHY as of Q1 2017.

  • Stone House Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Stone House Investment Management sold 39,356 iShares 1-3 Year Treasury Bond ETF shares in Q1 2017, an estimated $3.32M.
  • Stone House Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and held it in 1 quarter.
  • Stone House Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.32M in Q4 2016.
  • 432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2017.

Based on Stone House Investment Management's 13F filing for Q1 2017, filed 10 May 2017.