Glassman Wealth Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Glassman Wealth Services’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	-119	Closed	-$13K	–	1194
2018 Q4	$13K	Buy	+119	New	+$13.1K	0.01%	342
2016 Q4	–	Sell	-114	Closed	-$13K	–	704
2016 Q3	$13K	Hold	114	–	–	0.01%	271
2016 Q2	$13K	Hold	114	–	–	0.01%	288
2016 Q1	$13K	Sell	114 -1,154	-91%	-$127K	0.01%	277
2015 Q4	$140K	Buy	1,268 +158	+14%	+$17.4K	0.13%	96
2015 Q3	$122K	Hold	1,110	–	–	0.11%	99
2015 Q2	$122K	Hold	1,110	–	–	0.1%	103
2015 Q1	$122K	Hold	1,110	–	–	0.1%	100
2014 Q4	$122K	Buy	+1,110	New	+$122K	0.09%	111

Other funds holding SHV

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Glassman Wealth Services's SHV Position: Q1 2019 in Review

Glassman Wealth Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2019, closing a stake of 119 shares — an estimated $13K sold.

Glassman Wealth Services first reported a position in SHV in Q4 2014 and held it in 9 quarters. The position peaked at $140K in Q4 2015. 305 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

Glassman Wealth Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Glassman Wealth Services sold 119 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $13K.
Glassman Wealth Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2014 and held it in 9 quarters.
Glassman Wealth Services's iShares 0-1 Year Treasury Bond ETF position peaked at $140K in Q4 2015.
305 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on Glassman Wealth Services's 13F filing for Q1 2019, filed 10 May 2019.