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

TradeWorx’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
2013
Q3 		– Sell
-5,242
Closed -$442K – 584
2013
Q2 		$442K Buy
+5,242
New +$443K 0.19% 169

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
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TradeWorx's SHY Position: Q3 2013 in Review

TradeWorx sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2013, closing a stake of 5,242 shares — an estimated $442K sold.

TradeWorx first reported a position in SHY in Q2 2013 and held it in 1 quarter. The position peaked at $442K in Q2 2013. 298 funds tracked by Wall St. Rank hold SHY as of Q3 2013.

  • TradeWorx reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • TradeWorx sold 5,242 iShares 1-3 Year Treasury Bond ETF shares in Q3 2013, an estimated $442K.
  • TradeWorx first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • TradeWorx's iShares 1-3 Year Treasury Bond ETF position peaked at $442K in Q2 2013.
  • 298 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2013.

Based on TradeWorx's 13F filing for Q3 2013, filed 15 Nov 2013.