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Bruderman Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bruderman Asset Management’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
Q2 		– Sell
-1,940
Closed -$215K – 476
2019
Q1 		$215K Hold
1,940
– – 0.05% 128
2018
Q4 		$214K Buy
+1,940
New +$214K 0.06% 123

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BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bruderman Asset Management's SHV Position: Q2 2019 in Review

Bruderman Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2019, closing a stake of 1,940 shares — an estimated $215K sold.

Bruderman Asset Management first reported a position in SHV in Q4 2018 and held it in 2 quarters. The position peaked at $215K in Q1 2019. 321 funds tracked by Wall St. Rank hold SHV as of Q2 2019.

  • Bruderman Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 1,940 iShares 0-1 Year Treasury Bond ETF shares in Q2 2019, an estimated $215K.
  • Bruderman Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $215K in Q1 2019.
  • 321 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.