EWF
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Epstein & White Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Epstein & White Financial’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
Q1 		– Sell
-1,922
Closed -$214K – 89
2018
Q4 		$214K Buy
+1,922
New +$212K 0.13% 77

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Epstein & White Financial's SHV Position: Q1 2019 in Review

Epstein & White Financial sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2019, closing a stake of 1,922 shares — an estimated $214K sold.

Epstein & White Financial first reported a position in SHV in Q4 2018 and held it in 1 quarter. The position peaked at $214K in Q4 2018. 305 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

  • Epstein & White Financial reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Epstein & White Financial sold 1,922 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $214K.
  • Epstein & White Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Epstein & White Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $214K in Q4 2018.
  • 305 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on Epstein & White Financial's 13F filing for Q1 2019, filed 29 Apr 2019.