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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
– Sell
-3,052
Closed -$336K – 90
2017
Q4
$336K Hold
3,052
– – 0.09% 77
2017
Q3
$337K Hold
3,052
– – 0.09% 81
2017
Q2
$337K Hold
3,052
– – 0.09% 83
2017
Q1
$337K Sell
3,052
-130
-4% -$14.3K 0.09% 81
2016
Q4
$351K Hold
3,182
– – 0.11% 80
2016
Q3
$351K Sell
3,182
-680
-18% -$75.1K 0.18% 82
2016
Q2
$427K Hold
3,862
– – 0.23% 76
2016
Q1
$426K Hold
3,862
– – 0.23% 81
2015
Q4
$426K Hold
3,862
– – 0.23% 79
2015
Q3
$426K Hold
3,862
– – 0.27% 81
2015
Q2
$426K Hold
3,862
– – 0.23% 85
2015
Q1
$426K Hold
3,862
– – 0.23% 86
2014
Q4
$426K Hold
3,862
– – 0.23% 83
2014
Q3
$426K Hold
3,862
– – 0.24% 85
2014
Q2
$426K Hold
3,862
– – 0.23% 85
2014
Q1
$426K Sell
3,862
-20
-0.5% -$2.21K 0.25% 83
2013
Q4
$428K Hold
3,882
– – 0.25% 86
2013
Q3
$428K Sell
3,882
-360
-8% -$39.7K 0.28% 89
2013
Q2
$468K Buy
+4,242
New +$468K 0.25% 89

Other funds holding SHV

East Coast Asset Management's SHV Position: Q1 2018 in Review

East Coast Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2018, closing a stake of 3,052 shares — an estimated $336K sold.

East Coast Asset Management first reported a position in SHV in Q2 2013 and held it in 19 quarters. The position peaked at $468K in Q2 2013. 190 funds tracked by Wall St. Rank hold SHV as of Q1 2018.

  • East Coast Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • East Coast Asset Management sold 3,052 iShares 0-1 Year Treasury Bond ETF shares in Q1 2018, an estimated $336K.
  • East Coast Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and held it in 19 quarters.
  • East Coast Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $468K in Q2 2013.
  • 190 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2018.

Based on East Coast Asset Management's 13F filing for Q1 2018, filed 15 May 2018.