Bridgeworth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bridgeworth’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 Q3	–	Sell	-30	Closed	-$3K	–	464
2018 Q2	$3K	Buy	+30	New	+$3.31K	﹤0.01%	550

Other funds holding SHV

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

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

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 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

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bridgeworth's SHV Position: Q3 2018 in Review

Bridgeworth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2018, closing a stake of 30 shares — an estimated $3K sold.

Bridgeworth first reported a position in SHV in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 225 funds tracked by Wall St. Rank hold SHV as of Q3 2018.

Bridgeworth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 30 iShares 0-1 Year Treasury Bond ETF shares in Q3 2018, an estimated $3K.
Bridgeworth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 1 quarter.
Bridgeworth's iShares 0-1 Year Treasury Bond ETF position peaked at $3K in Q2 2018.
225 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.