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

Alexandria 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
2017 Q1	–	Sell	-90	Closed	-$10K	–	641
2016 Q4	$10K	Hold	90	–	–	﹤0.01%	409
2016 Q3	$10K	Hold	90	–	–	﹤0.01%	421
2016 Q2	$10K	Buy	+90	New	+$9.94K	﹤0.01%	410
2013 Q4	–	Sell	-50	Closed	-$6K	–	617
2013 Q3	$6K	Hold	50	–	–	﹤0.01%	430
2013 Q2	$6K	Buy	+50	New	+$5.51K	﹤0.01%	457

Other funds holding SHV

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

TCM

Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Alexandria Capital's SHV Position: Q1 2017 in Review

Alexandria Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2017, closing a stake of 90 shares — an estimated $10K sold.

Alexandria Capital first reported a position in SHV in Q2 2013 and held it in 5 quarters. The position peaked at $10K in Q4 2016. 134 funds tracked by Wall St. Rank hold SHV as of Q1 2017.

Alexandria Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
Alexandria Capital sold 90 iShares 0-1 Year Treasury Bond ETF shares in Q1 2017, an estimated $10K.
Alexandria Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and held it in 5 quarters.
Alexandria Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $10K in Q4 2016.
134 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2017.

Based on Alexandria Capital's 13F filing for Q1 2017, filed 25 Apr 2017.