BAC
SHV icon

Boys Arnold & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Boys Arnold & Co’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
2019
Q4 		– Sell
-2,406
Closed -$266K – 270
2019
Q3 		$266K Buy
+2,406
New +$266K 0.04% 239
2015
Q4 		– Sell
-1,900
Closed -$210K – 228
2015
Q3 		$210K Hold
1,900
– – 0.04% 215
2015
Q2 		$210K Hold
1,900
– – 0.04% 209
2015
Q1 		$210K Hold
1,900
– – 0.04% 205
2014
Q4 		$209K Sell
1,900
-100
-5% -$11K 0.04% 199
2014
Q3 		$220K Hold
2,000
– – 0.04% 200
2014
Q2 		$221K Buy
+2,000
New +$221K 0.04% 207

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIC
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IA
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return