GWS
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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

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Bank of America
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
CC
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return