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Allegis Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Allegis Investment Advisors’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
Q2 		– Sell
-13,667
Closed -$1.51M – 300
2017
Q1 		$1.51M Buy
+13,667
New +$1.51M 0.4% 80
2016
Q1 		– Sell
-282
Closed -$31K – 790
2015
Q4 		$31K Buy
+282
New +$31.1K 0.02% 413

Other funds holding SHV

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Allegis Investment Advisors's SHV Position: Q2 2017 in Review

Allegis Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2017, closing a stake of 13,667 shares — an estimated $1.51M sold.

Allegis Investment Advisors first reported a position in SHV in Q4 2015 and held it in 2 quarters. The position peaked at $1.51M in Q1 2017. 135 funds tracked by Wall St. Rank hold SHV as of Q2 2017.

  • Allegis Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 13,667 iShares 0-1 Year Treasury Bond ETF shares in Q2 2017, an estimated $1.51M.
  • Allegis Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2015 and held it in 2 quarters.
  • Allegis Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.51M in Q1 2017.
  • 135 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2017.

Based on Allegis Investment Advisors's 13F filing for Q2 2017, filed 3 Aug 2017.