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

Veritable’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
Q1 		– Sell
-179
Closed -$15K – 992
2013
Q4 		$15K Buy
+179
New +$15.1K ﹤0.01% 957

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Veritable's SHY Position: Q1 2014 in Review

Veritable sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2014, closing a stake of 179 shares — an estimated $15K sold.

Veritable first reported a position in SHY in Q4 2013 and held it in 1 quarter. The position peaked at $15K in Q4 2013. 342 funds tracked by Wall St. Rank hold SHY as of Q1 2014.

  • Veritable reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Veritable sold 179 iShares 1-3 Year Treasury Bond ETF shares in Q1 2014, an estimated $15K.
  • Veritable first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 1 quarter.
  • Veritable's iShares 1-3 Year Treasury Bond ETF position peaked at $15K in Q4 2013.
  • 342 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.