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

Buckley 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
2018
Q2 		– Sell
-2,460
Closed -$272K – 163
2018
Q1 		$272K Sell
2,460
-238
-9% -$26.2K 0.13% 141
2017
Q4 		$297K Buy
+2,698
New +$298K 0.15% 134

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Buckley Wealth Management's SHV Position: Q2 2018 in Review

Buckley Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2018, closing a stake of 2,460 shares — an estimated $272K sold.

Buckley Wealth Management first reported a position in SHV in Q4 2017 and held it in 2 quarters. The position peaked at $297K in Q4 2017. 217 funds tracked by Wall St. Rank hold SHV as of Q2 2018.

  • Buckley Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 2,460 iShares 0-1 Year Treasury Bond ETF shares in Q2 2018, an estimated $272K.
  • Buckley Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2017 and held it in 2 quarters.
  • Buckley Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $297K in Q4 2017.
  • 217 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2018.

Based on Buckley Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.