EWM
SHV icon

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

Elite 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
2014
Q2 		– Sell
-319
Closed -$35K – 479
2014
Q1 		$35K Sell
319
-978
-75% -$108K 0.03% 145
2013
Q4 		$143K Sell
1,297
-756
-37% -$83.3K 0.1% 92
2013
Q3 		$226K Sell
2,053
-40,025
-95% -$4.41M 0.2% 69
2013
Q2 		$4.64M Buy
+42,078
New +$4.64M 6.82% 3

Other funds holding SHV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Elite Wealth Management's SHV Position: Q2 2014 in Review

Elite Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2014, closing a stake of 319 shares — an estimated $35K sold.

Elite Wealth Management first reported a position in SHV in Q2 2013 and held it in 4 quarters. The position peaked at $4.64M in Q2 2013. 86 funds tracked by Wall St. Rank hold SHV as of Q2 2014.

  • Elite Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 319 iShares 0-1 Year Treasury Bond ETF shares in Q2 2014, an estimated $35K.
  • Elite Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and held it in 4 quarters.
  • Elite Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $4.64M in Q2 2013.
  • 86 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.