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Arden Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Arden Trust’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
2013
Q4 		– Sell
-8,931
Closed -$985K – 323
2013
Q3 		$985K Sell
8,931
-71
-0.8% -$7.83K 0.13% 139
2013
Q2 		$992K Buy
+9,002
New +$992K 0.12% 145

Other funds holding SHV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Arden Trust's SHV Position: Q4 2013 in Review

Arden Trust sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2013, closing a stake of 8,931 shares — an estimated $985K sold.

Arden Trust first reported a position in SHV in Q2 2013 and held it in 2 quarters. The position peaked at $992K in Q2 2013. 94 funds tracked by Wall St. Rank hold SHV as of Q4 2013.

  • Arden Trust reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Arden Trust sold 8,931 iShares 0-1 Year Treasury Bond ETF shares in Q4 2013, an estimated $985K.
  • Arden Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
  • Arden Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $992K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2013.

Based on Arden Trust's 13F filing for Q4 2013, filed 13 Jan 2014.