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Cavalier Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cavalier Investments’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
-4,725
Closed -$521K – 177
2016
Q4 		$521K Sell
4,725
-1,890
-29% -$209K 0.34% 55
2016
Q3 		$730K Sell
6,615
-8,400
-56% -$927K 0.44% 53
2016
Q2 		$1.66M Sell
15,015
-106,829
-88% -$11.8M 0.97% 20
2016
Q1 		$13.4M Buy
121,844
+93,814
+335% +$10.3M 7.72% 5
2015
Q4 		$3.09M Sell
28,030
-77,644
-73% -$8.56M 1.84% 9
2015
Q3 		$11.7M Buy
+105,674
New +$11.7M 9.76% 4

Other funds holding SHV

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Cavalier Investments's SHV Position: Q1 2017 in Review

Cavalier Investments sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2017, closing a stake of 4,725 shares — an estimated $521K sold.

Cavalier Investments first reported a position in SHV in Q3 2015 and held it in 6 quarters. The position peaked at $13.4M in Q1 2016. 135 funds tracked by Wall St. Rank hold SHV as of Q1 2017.

  • Cavalier Investments reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Cavalier Investments sold 4,725 iShares 0-1 Year Treasury Bond ETF shares in Q1 2017, an estimated $521K.
  • Cavalier Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2015 and held it in 6 quarters.
  • Cavalier Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $13.4M in Q1 2016.
  • 135 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2017.

Based on Cavalier Investments's 13F filing for Q1 2017, filed 15 May 2017.