EIP
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Ellis Investment Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ellis Investment Partners’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
2020
Q1 		– Sell
-31
Closed -$3K – 766
2019
Q4 		$3K Buy
+31
New +$3.43K ﹤0.01% 628

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Ellis Investment Partners's SHV Position: Q1 2020 in Review

Ellis Investment Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 31 shares — an estimated $3K sold.

Ellis Investment Partners first reported a position in SHV in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

  • Ellis Investment Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 31 iShares 0-1 Year Treasury Bond ETF shares in Q1 2020, an estimated $3K.
  • Ellis Investment Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Ellis Investment Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $3K in Q4 2019.
  • 445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on Ellis Investment Partners's 13F filing for Q1 2020, filed 17 Apr 2020.