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Valley National Bancorp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Valley National Bancorp’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
2014
Q4 		$5.69M Sell
67,366
-10,971
-14% -$929K 6.95% 2
2014
Q3 		$6.62M Buy
78,337
+31,725
+68% +$2.68M 7.68% 1
2014
Q2 		$3.94M Buy
46,612
+13,696
+42% +$1.16M 4.63% 4
2014
Q1 		$2.78M Buy
32,916
+9,602
+41% +$811K 3.66% 5
2013
Q4 		$1.97M Buy
+23,314
New +$1.97M 1.93% 14

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Valley National Bancorp's SHY Position: Q4 2014 in Review

Valley National Bancorp reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q4 2014, selling an estimated $929K and leaving 67,366 shares worth $5.69M. The position accounts for 6.95% of the portfolio, ranked #2.

Valley National Bancorp first reported a position in SHY in Q4 2013 and has held it in 5 quarters since. The position peaked at $6.62M in Q3 2014. 362 funds tracked by Wall St. Rank hold SHY as of Q4 2014.

  • Valley National Bancorp held 67,366 shares of iShares 1-3 Year Treasury Bond ETF worth $5.69M as of Q4 2014.
  • Valley National Bancorp sold 10,971 iShares 1-3 Year Treasury Bond ETF shares in Q4 2014, an estimated $929K.
  • iShares 1-3 Year Treasury Bond ETF made up 6.95% of Valley National Bancorp's portfolio in Q4 2014, its #2 holding.
  • Valley National Bancorp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and has held it in 5 quarters since.
  • Valley National Bancorp's iShares 1-3 Year Treasury Bond ETF position peaked at $6.62M in Q3 2014.
  • 362 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2014.

Based on Valley National Bancorp's 13F filing for Q4 2014, filed 9 Feb 2015.