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

Tradition Capital 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
Q4 		– Sell
-4,476
Closed -$378K – 183
2017
Q3 		$378K Sell
4,476
-3,035
-40% -$257K 0.12% 130
2017
Q2 		$635K Buy
+7,511
New +$635K 0.21% 105

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Members Trust
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State Street
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LMGAM
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Tradition Capital Management's SHY Position: Q4 2017 in Review

Tradition Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2017, closing a stake of 4,476 shares — an estimated $378K sold.

Tradition Capital Management first reported a position in SHY in Q2 2017 and held it in 2 quarters. The position peaked at $635K in Q2 2017. 519 funds tracked by Wall St. Rank hold SHY as of Q4 2017.

  • Tradition Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Tradition Capital Management sold 4,476 iShares 1-3 Year Treasury Bond ETF shares in Q4 2017, an estimated $378K.
  • Tradition Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and held it in 2 quarters.
  • Tradition Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $635K in Q2 2017.
  • 519 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2017.

Based on Tradition Capital Management's 13F filing for Q4 2017, filed 6 Feb 2018.