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BT Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

BT Wealth 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
Q1 		– Sell
-3,449
Closed -$381K – 94
2018
Q4 		$381K Buy
+3,449
New +$381K 0.16% 66

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CC
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EIC
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BT Wealth Management's SHV Position: Q1 2019 in Review

BT Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2019, closing a stake of 3,449 shares — an estimated $381K sold.

BT Wealth Management first reported a position in SHV in Q4 2018 and held it in 1 quarter. The position peaked at $381K in Q4 2018. 305 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

  • BT Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • BT Wealth Management sold 3,449 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $381K.
  • BT Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • BT Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $381K in Q4 2018.
  • 305 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.