HFA
SHV icon

High Falls Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

High Falls Advisors’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
2016
Q3 		– Sell
-750
Closed -$83K – 129
2016
Q2 		$83K Hold
750
– – 0.02% 99
2016
Q1 		$83K Hold
750
– – 0.03% 104
2015
Q4 		$83K Buy
+750
New +$82.7K 0.02% 99

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UBS Group
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Morgan Stanley
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IA
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Wells Fargo
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BFA
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JIR
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return