Taylor Cottrill’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Taylor Cottrill’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 Q4	$413K	Hold	4,900	–	–	0.21%	82
2015 Q3	$416K	Hold	4,900	–	–	0.23%	84
2015 Q2	$416K	Hold	4,900	–	–	0.2%	85
2015 Q1	$416K	Hold	4,900	–	–	0.2%	84
2014 Q4	$414K	Hold	4,900	–	–	0.19%	84
2014 Q3	$414K	Hold	4,900	–	–	0.2%	84
2014 Q2	$414K	Sell	4,900 -300	-6%	-$25.4K	0.2%	84
2014 Q1	$439K	Sell	5,200 -400	-7%	-$33.8K	0.23%	77
2013 Q4	$473K	Sell	5,600 -4,300	-43%	-$363K	0.25%	72
2013 Q3	$836K	Sell	9,900 -750	-7%	-$63.2K	0.47%	55
2013 Q2	$898K	Buy	+10,650	New	+$899K	0.52%	53

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

Taylor Cottrill's SHY Position: Q4 2015 in Review

Taylor Cottrill held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2015 at 4,900 shares worth $413K. The position accounts for 0.21% of the portfolio, ranked #82.

Taylor Cottrill first reported a position in SHY in Q2 2013 and has held it in 11 quarters since. The position peaked at $898K in Q2 2013. 417 funds tracked by Wall St. Rank hold SHY as of Q4 2015.

Taylor Cottrill held 4,900 shares of iShares 1-3 Year Treasury Bond ETF worth $413K as of Q4 2015.
Taylor Cottrill left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2015.
iShares 1-3 Year Treasury Bond ETF made up 0.21% of Taylor Cottrill's portfolio in Q4 2015, its #82 holding.
Taylor Cottrill first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 11 quarters since.
Taylor Cottrill's iShares 1-3 Year Treasury Bond ETF position peaked at $898K in Q2 2013.
417 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2015.

Based on Taylor Cottrill's 13F filing for Q4 2015, filed 5 Feb 2016.