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Asset Planning Services (Pennsylvania)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q1 		– Sell
-9
Closed -$1K – 275
2018
Q4 		$1K Hold
9
– – ﹤0.01% 257
2018
Q3 		$1K Buy
+9
New +$993 ﹤0.01% 260

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Asset Planning Services (Pennsylvania)'s SHV Position: Q1 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2019, closing a stake of 9 shares — an estimated $1K sold.

Asset Planning Services (Pennsylvania) first reported a position in SHV in Q3 2018 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 305 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 9 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $1K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s iShares 0-1 Year Treasury Bond ETF position peaked at $1K in Q4 2018.
  • 305 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2019, filed 8 May 2019.