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IBEX Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

IBEX Wealth 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
2019
Q3 		– Sell
-859
Closed -$95K – 338
2019
Q2 		$95K Buy
+859
New +$94.9K 0.03% 171

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

IBEX Wealth Advisors's SHV Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2019, closing a stake of 859 shares — an estimated $95K sold.

IBEX Wealth Advisors first reported a position in SHV in Q2 2019 and held it in 1 quarter. The position peaked at $95K in Q2 2019. 344 funds tracked by Wall St. Rank hold SHV as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 859 iShares 0-1 Year Treasury Bond ETF shares in Q3 2019, an estimated $95K.
  • IBEX Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $95K in Q2 2019.
  • 344 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.