FCIM
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Fairview Capital Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Fairview Capital Investment 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
2020
Q1 		– Sell
-2,895
Closed -$319K – 142
2019
Q4 		$319K Sell
2,895
-1,630
-36% -$180K 0.02% 119
2019
Q3 		$500K Buy
4,525
+2,550
+129% +$282K 0.02% 108
2019
Q2 		$218K Sell
1,975
-300
-13% -$33.1K 0.01% 136
2019
Q1 		$251K Buy
+2,275
New +$251K 0.01% 131

Other funds holding SHV

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Fairview Capital Investment Management's SHV Position: Q1 2020 in Review

Fairview Capital Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 2,895 shares — an estimated $319K sold.

Fairview Capital Investment Management first reported a position in SHV in Q1 2019 and held it in 4 quarters. The position peaked at $500K in Q3 2019. 446 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

  • Fairview Capital Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Fairview Capital Investment Management sold 2,895 iShares 0-1 Year Treasury Bond ETF shares in Q1 2020, an estimated $319K.
  • Fairview Capital Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 4 quarters.
  • Fairview Capital Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $500K in Q3 2019.
  • 446 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on Fairview Capital Investment Management's 13F filing for Q1 2020, filed 13 May 2020.