CAC
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Certified Advisory Corp’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Certified Advisory Corp’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
Q4 		– Sell
-1,812
Closed -$200K – 841
2019
Q3 		$200K Buy
+1,812
New +$200K 0.07% 182

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Bank of America
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Morgan Stanley
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EIC
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IA
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Certified Advisory Corp's SHV Position: Q4 2019 in Review

Certified Advisory Corp sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2019, closing a stake of 1,812 shares — an estimated $200K sold.

Certified Advisory Corp first reported a position in SHV in Q3 2019 and held it in 1 quarter. The position peaked at $200K in Q3 2019. 391 funds tracked by Wall St. Rank hold SHV as of Q4 2019.

  • Certified Advisory Corp reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Certified Advisory Corp sold 1,812 iShares 0-1 Year Treasury Bond ETF shares in Q4 2019, an estimated $200K.
  • Certified Advisory Corp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • Certified Advisory Corp's iShares 0-1 Year Treasury Bond ETF position peaked at $200K in Q3 2019.
  • 391 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2019.

Based on Certified Advisory Corp's 13F filing for Q4 2019, filed 29 Jan 2020.