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

Other funds holding SHV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Boys Arnold & Co's SHV Position: Q4 2019 in Review

Boys Arnold & Co sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2019, closing a stake of 2,406 shares — an estimated $266K sold.

Boys Arnold & Co first reported a position in SHV in Q2 2014 and held it in 7 quarters. The position peaked at $266K in Q3 2019. 392 funds tracked by Wall St. Rank hold SHV as of Q4 2019.

Boys Arnold & Co reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Boys Arnold & Co sold 2,406 iShares 0-1 Year Treasury Bond ETF shares in Q4 2019, an estimated $266K.
Boys Arnold & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2014 and held it in 7 quarters.
Boys Arnold & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $266K in Q3 2019.
392 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2019.

Based on Boys Arnold & Co's 13F filing for Q4 2019, filed 30 Jan 2020.