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Dimension Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Dimension Capital 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
2019
Q3 		– Sell
-3,700
Closed -$409K – 101
2019
Q2 		$409K Hold
3,700
– – 0.14% 72
2019
Q1 		$407K Buy
+3,700
New +$409K 0.17% 65
2018
Q1 		– Sell
-4,920
Closed -$542K – 90
2017
Q4 		$542K Buy
4,920
+380
+8% +$41.9K 0.34% 48
2017
Q3 		$501K Buy
+4,540
New +$501K 0.16% 53

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Dimension Capital Management's SHV Position: Q3 2019 in Review

Dimension Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2019, closing a stake of 3,700 shares — an estimated $409K sold.

Dimension Capital Management first reported a position in SHV in Q3 2017 and held it in 4 quarters. The position peaked at $542K in Q4 2017. 345 funds tracked by Wall St. Rank hold SHV as of Q3 2019.

  • Dimension Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Dimension Capital Management sold 3,700 iShares 0-1 Year Treasury Bond ETF shares in Q3 2019, an estimated $409K.
  • Dimension Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2017 and held it in 4 quarters.
  • Dimension Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $542K in Q4 2017.
  • 345 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2019.

Based on Dimension Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.