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

Capital Counsel’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
Q4 		– Sell
-2,300
Closed -$254K – 65
2017
Q3 		$254K Buy
+2,300
New +$254K 0.02% 54

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Counsel's SHV Position: Q4 2017 in Review

Capital Counsel sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2017, closing a stake of 2,300 shares — an estimated $254K sold.

Capital Counsel first reported a position in SHV in Q3 2017 and held it in 1 quarter. The position peaked at $254K in Q3 2017. 153 funds tracked by Wall St. Rank hold SHV as of Q4 2017.

  • Capital Counsel reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Capital Counsel sold 2,300 iShares 0-1 Year Treasury Bond ETF shares in Q4 2017, an estimated $254K.
  • Capital Counsel first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2017 and held it in 1 quarter.
  • Capital Counsel's iShares 0-1 Year Treasury Bond ETF position peaked at $254K in Q3 2017.
  • 153 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2017.

Based on Capital Counsel's 13F filing for Q4 2017, filed 13 Feb 2018.