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Cranbrook Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cranbrook Wealth Management’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
-394
Closed -$43K – 220
2016
Q4 		$43K Hold
394
– – 0.02% 115
2016
Q3 		$44K Hold
394
– – 0.02% 107
2016
Q2 		$44K Buy
394
+217
+123% +$24K 0.02% 102
2016
Q1 		$20K Buy
+177
New +$19.5K 0.01% 136

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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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Cranbrook Wealth Management's SHV Position: Q1 2017 in Review

Cranbrook Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2017, closing a stake of 394 shares — an estimated $43K sold.

Cranbrook Wealth Management first reported a position in SHV in Q1 2016 and held it in 4 quarters. The position peaked at $44K in Q3 2016. 134 funds tracked by Wall St. Rank hold SHV as of Q1 2017.

  • Cranbrook Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Cranbrook Wealth Management sold 394 iShares 0-1 Year Treasury Bond ETF shares in Q1 2017, an estimated $43K.
  • Cranbrook Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2016 and held it in 4 quarters.
  • Cranbrook Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $44K in Q3 2016.
  • 134 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2017.

Based on Cranbrook Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.