CI
SHV icon

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 $52.8B AUM 15.34% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $501B AUM 22.01% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return