EWM
SHV icon

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

Endurance 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
-275
Closed -$30K – 537
2019
Q2 		$30K Hold
275
– – ﹤0.01% 304
2019
Q1 		$30K Hold
275
– – ﹤0.01% 301
2018
Q4 		$30K Buy
+275
New +$30.3K 0.01% 294

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Endurance Wealth Management's SHV Position: Q3 2019 in Review

Endurance Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2019, closing a stake of 275 shares — an estimated $30K sold.

Endurance Wealth Management first reported a position in SHV in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q2 2019. 345 funds tracked by Wall St. Rank hold SHV as of Q3 2019.

  • Endurance Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Endurance Wealth Management sold 275 iShares 0-1 Year Treasury Bond ETF shares in Q3 2019, an estimated $30K.
  • Endurance Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 3 quarters.
  • Endurance Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $30K in Q2 2019.
  • 345 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2019.

Based on Endurance Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.