WI
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Wedgewood Investors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wedgewood Investors’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
Q4 		– Sell
-7,184
Closed -$607K – 123
2013
Q3 		$607K Buy
7,184
+2
+0% +$169 0.72% 33
2013
Q2 		$605K Buy
+7,182
New +$606K 0.78% 35

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wedgewood Investors's SHY Position: Q4 2013 in Review

Wedgewood Investors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2013, closing a stake of 7,184 shares — an estimated $607K sold.

Wedgewood Investors first reported a position in SHY in Q2 2013 and held it in 2 quarters. The position peaked at $607K in Q3 2013. 342 funds tracked by Wall St. Rank hold SHY as of Q4 2013.

  • Wedgewood Investors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Wedgewood Investors sold 7,184 iShares 1-3 Year Treasury Bond ETF shares in Q4 2013, an estimated $607K.
  • Wedgewood Investors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
  • Wedgewood Investors's iShares 1-3 Year Treasury Bond ETF position peaked at $607K in Q3 2013.
  • 342 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2013.

Based on Wedgewood Investors's 13F filing for Q4 2013, filed 30 Jan 2014.