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 $1.55T AUM 33.47% 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 $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.18B AUM 31.24% 1-Year Est. Return

Financial Architects (New Jersey)'s SHV Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2015, closing a stake of 909 shares — an estimated $100K sold.

Financial Architects (New Jersey) first reported a position in SHV in Q3 2013 and held it in 4 quarters. The position peaked at $216K in Q4 2014. 117 funds tracked by Wall St. Rank hold SHV as of Q3 2015.

  • Financial Architects (New Jersey) reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 909 iShares 0-1 Year Treasury Bond ETF shares in Q3 2015, an estimated $100K.
  • Financial Architects (New Jersey) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2013 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s iShares 0-1 Year Treasury Bond ETF position peaked at $216K in Q4 2014.
  • 117 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.