FANJ
SHV icon

Financial Architects (New Jersey)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Financial Architects (New Jersey)’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
2015
Q3 		– Sell
-909
Closed -$100K – 783
2015
Q2 		$100K Sell
909
-675
-43% -$74.4K 0.04% 303
2015
Q1 		$175K Sell
1,584
-375
-19% -$41.3K 0.07% 212
2014
Q4 		$216K Buy
+1,959
New +$216K 0.09% 161
2013
Q4 		– Sell
-280
Closed -$31K – 494
2013
Q3 		$31K Buy
+280
New +$30.9K 0.02% 313

Other funds holding SHV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return