BC
SHV icon

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

Brinker Capital’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
2017
Q1 		– Sell
-6,797
Closed -$750K – 937
2016
Q4 		$750K Sell
6,797
-2,340
-26% -$258K 0.04% 358
2016
Q3 		$1.01M Buy
9,137
+29
+0.3% +$3.2K 0.1% 81
2016
Q2 		$1.01M Buy
9,108
+53
+0.6% +$5.85K 0.09% 82
2016
Q1 		$999K Buy
+9,055
New +$999K 0.08% 77
2014
Q2 		– Sell
-1,202
Closed -$132K – 143
2014
Q1 		$132K Buy
+1,202
New +$133K 0.01% 133
2013
Q3 		– Sell
-1,942
Closed -$214K – 148
2013
Q2 		$214K Buy
+1,942
New +$214K 0.02% 135

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Bank of America
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Morgan Stanley
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Wells Fargo
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IA
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TCM
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UBS Group
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JIR
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