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

ALPS 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
2015
Q4 		– Sell
-155,235
Closed -$171K – 701
2015
Q3 		$171K Buy
+155,235
New +$17.1M 0.18% 84
2013
Q4 		– Sell
-100,853
Closed -$11.1M – 611
2013
Q3 		$11.1M Buy
+100,853
New +$11.1M 0.12% 47

Other funds holding SHV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

ALPS Advisors's SHV Position: Q4 2015 in Review

ALPS Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2015, closing a stake of 155,235 shares — an estimated $171K sold.

ALPS Advisors first reported a position in SHV in Q3 2013 and held it in 2 quarters. The position peaked at $11.1M in Q3 2013. 122 funds tracked by Wall St. Rank hold SHV as of Q4 2015.

  • ALPS Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • ALPS Advisors sold 155,235 iShares 0-1 Year Treasury Bond ETF shares in Q4 2015, an estimated $171K.
  • ALPS Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2013 and held it in 2 quarters.
  • ALPS Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $11.1M in Q3 2013.
  • 122 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2015.

Based on ALPS Advisors's 13F filing for Q4 2015, filed 5 Feb 2016.