FCM
SHV icon

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

Firsthand Capital 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
2017
Q1 		– Sell
-21,500
Closed -$2.37M – 45
2016
Q4 		$2.37M Buy
+21,500
New +$2.37M 2.56% 18
2016
Q3 		– Sell
-42,100
Closed -$4.65M – 53
2016
Q2 		$4.65M Sell
42,100
-30,000
-42% -$3.31M 5.11% 5
2016
Q1 		$7.96M Buy
+72,100
New +$7.95M 6.86% 2

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BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Firsthand Capital Management's SHV Position: Q1 2017 in Review

Firsthand Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2017, closing a stake of 21,500 shares — an estimated $2.37M sold.

Firsthand Capital Management first reported a position in SHV in Q1 2016 and held it in 3 quarters. The position peaked at $7.96M in Q1 2016. 135 funds tracked by Wall St. Rank hold SHV as of Q1 2017.

  • Firsthand Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Firsthand Capital Management sold 21,500 iShares 0-1 Year Treasury Bond ETF shares in Q1 2017, an estimated $2.37M.
  • Firsthand Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2016 and held it in 3 quarters.
  • Firsthand Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $7.96M in Q1 2016.
  • 135 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2017.

Based on Firsthand Capital Management's 13F filing for Q1 2017, filed 12 May 2017.