EAM
SHV icon

Eagle Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Eagle Asset 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
Q4 		– Sell
-11,708
Closed -$1.29M – 657
2019
Q3 		$1.29M Buy
+11,708
New +$1.29M 0.01% 538

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Eagle Asset Management's SHV Position: Q4 2019 in Review

Eagle Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2019, closing a stake of 11,708 shares — an estimated $1.29M sold.

Eagle Asset Management first reported a position in SHV in Q3 2019 and held it in 1 quarter. The position peaked at $1.29M in Q3 2019. 391 funds tracked by Wall St. Rank hold SHV as of Q4 2019.

  • Eagle Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Eagle Asset Management sold 11,708 iShares 0-1 Year Treasury Bond ETF shares in Q4 2019, an estimated $1.29M.
  • Eagle Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • Eagle Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.29M in Q3 2019.
  • 391 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2019.

Based on Eagle Asset Management's 13F filing for Q4 2019, filed 7 Feb 2020.