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AFAM Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

AFAM Capital’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$4.18M Buy
37,897
+6,507
+21% +$718K 0.58% 77
2018
Q2 		$3.47M Buy
+31,390
New +$3.46M 0.5% 79

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
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
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AFAM Capital's SHV Position: Q3 2018 in Review

AFAM Capital increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 21% in Q3 2018, buying an estimated $718K and bringing the position to 37,897 shares worth $4.18M. The position accounts for 0.58% of the portfolio, ranked #77.

AFAM Capital first reported a position in SHV in Q2 2018 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold SHV as of Q3 2018.

  • AFAM Capital held 37,897 shares of iShares 0-1 Year Treasury Bond ETF worth $4.18M as of Q3 2018.
  • AFAM Capital bought 6,507 iShares 0-1 Year Treasury Bond ETF shares in Q3 2018, an estimated $718K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.58% of AFAM Capital's portfolio in Q3 2018, its #77 holding.
  • AFAM Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2018.

Based on AFAM Capital's 13F filing for Q3 2018, filed 14 Nov 2018.