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Ameritas Investment Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ameritas Investment Partners’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
2019
Q3 		– Sell
-50
Closed -$5K – 3071
2019
Q2 		$5K Hold
50
– – ﹤0.01% 2950
2019
Q1 		$5K Hold
50
– – ﹤0.01% 2862
2018
Q4 		$5K Hold
50
– – ﹤0.01% 2862
2018
Q3 		$5K Hold
50
– – ﹤0.01% 2949
2018
Q2 		$5K Hold
50
– – ﹤0.01% 2944
2018
Q1 		$5K Hold
50
– – ﹤0.01% 2864
2017
Q4 		$2K Hold
50
– – ﹤0.01% 2934
2017
Q3 		$5K Hold
50
– – ﹤0.01% 2921
2017
Q2 		$5K Hold
50
– – ﹤0.01% 2937
2017
Q1 		$5K Hold
50
– – ﹤0.01% 2842
2016
Q4 		$5K Hold
50
– – ﹤0.01% 1226
2016
Q3 		$5K Hold
50
– – ﹤0.01% 1213
2016
Q2 		$5K Hold
50
– – ﹤0.01% 1145
2016
Q1 		$5K Hold
50
– – ﹤0.01% 1157
2015
Q4 		$5K Hold
50
– – ﹤0.01% 1157
2015
Q3 		$5K Sell
50
-120
-71% -$13.2K ﹤0.01% 1100
2015
Q2 		$18K Sell
170
-100
-37% -$11K ﹤0.01% 1099
2015
Q1 		$29K Hold
270
– – ﹤0.01% 1114
2014
Q4 		$29K Buy
+270
New +$29.8K ﹤0.01% 1096

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Ameritas Investment Partners's SHV Position: Q3 2019 in Review

Ameritas Investment Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2019, closing a stake of 50 shares — an estimated $5K sold.

Ameritas Investment Partners first reported a position in SHV in Q4 2014 and held it in 19 quarters. The position peaked at $29K in Q1 2015. 344 funds tracked by Wall St. Rank hold SHV as of Q3 2019.

  • Ameritas Investment Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Ameritas Investment Partners sold 50 iShares 0-1 Year Treasury Bond ETF shares in Q3 2019, an estimated $5K.
  • Ameritas Investment Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2014 and held it in 19 quarters.
  • Ameritas Investment Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $29K in Q1 2015.
  • 344 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2019.

Based on Ameritas Investment Partners's 13F filing for Q3 2019, filed 14 Nov 2019.