CAIMH
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Central Asset Investments & Management Holdings’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Central Asset Investments & Management Holdings’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
-45,000
Closed -$4.96M – 27
2018
Q4 		$4.96M Sell
45,000
-45,600
-50% -$5.03M 12.75% 4
2018
Q3 		$10M Buy
+90,600
New +$10M 11.37% 3

Other funds holding SHV

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Central Asset Investments & Management Holdings's SHV Position: Q1 2019 in Review

Central Asset Investments & Management Holdings sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2019, closing a stake of 45,000 shares — an estimated $4.96M sold.

Central Asset Investments & Management Holdings first reported a position in SHV in Q3 2018 and held it in 2 quarters. The position peaked at $10M in Q3 2018. 305 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

  • Central Asset Investments & Management Holdings reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Central Asset Investments & Management Holdings sold 45,000 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $4.96M.
  • Central Asset Investments & Management Holdings first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 2 quarters.
  • Central Asset Investments & Management Holdings's iShares 0-1 Year Treasury Bond ETF position peaked at $10M in Q3 2018.
  • 305 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on Central Asset Investments & Management Holdings's 13F filing for Q1 2019, filed 15 May 2019.