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Bank of the West’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bank of the West’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
-5,593
Closed -$618K – 301
2018
Q3 		$618K Hold
5,593
– – 0.07% 198
2018
Q2 		$618K Buy
+5,593
New +$617K 0.08% 201

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Betterment LLC
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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

Bank of the West's SHV Position: Q4 2018 in Review

Bank of the West sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2018, closing a stake of 5,593 shares — an estimated $618K sold.

Bank of the West first reported a position in SHV in Q2 2018 and held it in 2 quarters. The position peaked at $618K in Q3 2018. 310 funds tracked by Wall St. Rank hold SHV as of Q4 2018.

  • Bank of the West reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Bank of the West sold 5,593 iShares 0-1 Year Treasury Bond ETF shares in Q4 2018, an estimated $618K.
  • Bank of the West first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 2 quarters.
  • Bank of the West's iShares 0-1 Year Treasury Bond ETF position peaked at $618K in Q3 2018.
  • 310 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2018.

Based on Bank of the West's 13F filing for Q4 2018, filed 7 Feb 2019.