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

Doyle 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
2019
Q3 		– Sell
-43
Closed -$5K – 663
2019
Q2 		$5K Buy
+43
New +$4.75K ﹤0.01% 738

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Bank of America
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Morgan Stanley
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CC
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IA
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Doyle Wealth Management's SHV Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2019, closing a stake of 43 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in SHV in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 345 funds tracked by Wall St. Rank hold SHV as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 43 iShares 0-1 Year Treasury Bond ETF shares in Q3 2019, an estimated $5K.
  • Doyle Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $5K in Q2 2019.
  • 345 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.