ALA
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Atherton Lane Advisers’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Atherton Lane Advisers’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 		$373K Sell
3,380
-20
-0.6% -$2.21K 0.02% 158
2015
Q3 		$375K Hold
3,400
– – 0.02% 156
2015
Q2 		$375K Sell
3,400
-2,610
-43% -$288K 0.02% 159
2015
Q1 		$663K Sell
6,010
-5,105
-46% -$563K 0.04% 150
2014
Q4 		$1.23M Sell
11,115
-1,085
-9% -$120K 0.07% 103
2014
Q3 		$1.34M Sell
12,200
-7,015
-37% -$774K 0.08% 100
2014
Q2 		$2.12M Buy
+19,215
New +$2.12M 0.12% 85

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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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