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Aull & Monroe Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Aull & Monroe Investment Management’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
2018
Q4 		– Sell
-1,852
Closed -$205K – 126
2018
Q3 		$205K Hold
1,852
– – 0.1% 131
2018
Q2 		$205K Hold
1,852
– – 0.11% 130
2018
Q1 		$204K Sell
1,852
-54
-3% -$5.96K 0.11% 130
2017
Q4 		$210K Hold
1,906
– – 0.11% 129
2017
Q3 		$210K Buy
+1,906
New +$210K 0.11% 128
2017
Q2 		– Sell
-1,906
Closed -$210K – 130
2017
Q1 		$210K Sell
1,906
-36
-2% -$3.97K 0.11% 130
2016
Q4 		$214K Hold
1,942
– – 0.12% 121
2016
Q3 		$214K Hold
1,942
– – 0.12% 122
2016
Q2 		$214K Buy
+1,942
New +$214K 0.12% 116
2016
Q1 		– Sell
-2,028
Closed -$224K – 124
2015
Q4 		$224K Hold
2,028
– – 0.14% 112
2015
Q3 		$224K Buy
+2,028
New +$224K 0.15% 111
2015
Q2 		– Sell
-2,028
Closed -$224K – 125
2015
Q1 		$224K Hold
2,028
– – 0.13% 114
2014
Q4 		$224K Sell
2,028
-180
-8% -$19.8K 0.12% 115
2014
Q3 		$243K Sell
2,208
-12
-0.5% -$1.32K 0.13% 105
2014
Q2 		$245K Hold
2,220
– – 0.13% 107
2014
Q1 		$245K Hold
2,220
– – 0.14% 103
2013
Q4 		$245K Hold
2,220
– – 0.14% 104
2013
Q3 		$245K Sell
2,220
-90
-4% -$9.92K 0.16% 100
2013
Q2 		$255K Buy
+2,310
New +$255K 0.17% 98

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aull & Monroe Investment Management's SHV Position: Q4 2018 in Review

Aull & Monroe Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2018, closing a stake of 1,852 shares — an estimated $205K sold.

Aull & Monroe Investment Management first reported a position in SHV in Q2 2013 and held it in 19 quarters. The position peaked at $255K in Q2 2013. 310 funds tracked by Wall St. Rank hold SHV as of Q4 2018.

  • Aull & Monroe Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Aull & Monroe Investment Management sold 1,852 iShares 0-1 Year Treasury Bond ETF shares in Q4 2018, an estimated $205K.
  • Aull & Monroe Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and held it in 19 quarters.
  • Aull & Monroe Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $255K in Q2 2013.
  • 310 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2018.

Based on Aull & Monroe Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.