Boston Private Bank & Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Boston Private Bank & Trust’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 Q1	$3K	Hold	25	–	–	﹤0.01%	938
2014 Q4	$3K	Hold	25	–	–	﹤0.01%	1012
2014 Q3	$3K	Hold	25	–	–	﹤0.01%	975
2014 Q2	$3K	Hold	25	–	–	﹤0.01%	924
2014 Q1	$3K	Hold	25	–	–	﹤0.01%	949
2013 Q4	$3K	Hold	25	–	–	﹤0.01%	977
2013 Q3	$3K	Hold	25	–	–	﹤0.01%	909
2013 Q2	$3K	Buy	+25	New	+$2.76K	﹤0.01%	889

Other funds holding SHV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FSIM

F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BIT

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Boston Private Bank & Trust's SHV Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2015 at 25 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Boston Private Bank & Trust first reported a position in SHV in Q2 2013 and has held it in 8 quarters since. 110 funds tracked by Wall St. Rank hold SHV as of Q1 2015.

Boston Private Bank & Trust held 25 shares of iShares 0-1 Year Treasury Bond ETF worth $3K as of Q1 2015.
Boston Private Bank & Trust left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2015.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #938 holding.
Boston Private Bank & Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 8 quarters since.
110 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.