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 Charlotte, North Carolina $1.55T AUM 33.47% 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 $984M AUM 36.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Atherton Lane Advisers's SHV Position: Q4 2015 in Review

Atherton Lane Advisers reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.59% in Q4 2015, selling an estimated $2.21K and leaving 3,380 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #158.

Atherton Lane Advisers first reported a position in SHV in Q2 2014 and has held it in 7 quarters since. The position peaked at $2.12M in Q2 2014. 123 funds tracked by Wall St. Rank hold SHV as of Q4 2015.

Atherton Lane Advisers held 3,380 shares of iShares 0-1 Year Treasury Bond ETF worth $373K as of Q4 2015.
Atherton Lane Advisers sold 20 iShares 0-1 Year Treasury Bond ETF shares in Q4 2015, an estimated $2.21K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Atherton Lane Advisers's portfolio in Q4 2015, its #158 holding.
Atherton Lane Advisers first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's iShares 0-1 Year Treasury Bond ETF position peaked at $2.12M in Q2 2014.
123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.