IPC
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Independent Portfolio Consultants’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Independent Portfolio Consultants’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
2015
Q3 		– Sell
-1,010
Closed -$111K – 856
2015
Q2 		$111K Sell
1,010
-2,455
-71% -$271K 0.02% 486
2015
Q1 		$382K Buy
+3,465
New +$382K 0.08% 277

Other funds holding SHV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Independent Portfolio Consultants's SHV Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2015, closing a stake of 1,010 shares — an estimated $111K sold.

Independent Portfolio Consultants first reported a position in SHV in Q1 2015 and held it in 2 quarters. The position peaked at $382K in Q1 2015. 116 funds tracked by Wall St. Rank hold SHV as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,010 iShares 0-1 Year Treasury Bond ETF shares in Q3 2015, an estimated $111K.
  • Independent Portfolio Consultants first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's iShares 0-1 Year Treasury Bond ETF position peaked at $382K in Q1 2015.
  • 116 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.