HFS
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HL Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

HL Financial 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 		$1.74M Sell
15,699
-259
-2% -$28.6K 0.03% 306
2018
Q4 		$1.76M Sell
15,958
-156
-1% -$17.2K 0.03% 285
2018
Q3 		$1.78M Buy
+16,114
New +$1.78M 0.03% 307

Other funds holding SHV

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Ameriprise
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HL Financial Services's SHV Position: Q1 2019 in Review

HL Financial Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.6% in Q1 2019, selling an estimated $28.6K and leaving 15,699 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #306.

HL Financial Services first reported a position in SHV in Q3 2018 and has held it in 3 quarters since. The position peaked at $1.78M in Q3 2018. 305 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

  • HL Financial Services held 15,699 shares of iShares 0-1 Year Treasury Bond ETF worth $1.74M as of Q1 2019.
  • HL Financial Services sold 259 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $28.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of HL Financial Services's portfolio in Q1 2019, its #306 holding.
  • HL Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and has held it in 3 quarters since.
  • HL Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $1.78M in Q3 2018.
  • 305 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.