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Crosspoint Capital Strategies’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-109
Closed -$12K – 692
2015
Q4 		$12K Buy
+109
New +$12K ﹤0.01% 682

Other funds holding SHV

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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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Crosspoint Capital Strategies's SHV Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2016, closing a stake of 109 shares — an estimated $12K sold.

Crosspoint Capital Strategies first reported a position in SHV in Q4 2015 and held it in 1 quarter. The position peaked at $12K in Q4 2015. 117 funds tracked by Wall St. Rank hold SHV as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 109 iShares 0-1 Year Treasury Bond ETF shares in Q1 2016, an estimated $12K.
  • Crosspoint Capital Strategies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's iShares 0-1 Year Treasury Bond ETF position peaked at $12K in Q4 2015.
  • 117 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.