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Integrated Wealth Counsel’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Integrated Wealth Counsel’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
Q4 		$10K Hold
90
– – 0.02% 168
2016
Q3 		$10K Hold
90
– – 0.02% 158
2016
Q2 		$10K Buy
+90
New +$9.94K 0.02% 68

Other funds holding SHV

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Integrated Wealth Counsel's SHV Position: Q4 2016 in Review

Integrated Wealth Counsel held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q4 2016 at 90 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #168.

Integrated Wealth Counsel first reported a position in SHV in Q2 2016 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold SHV as of Q4 2016.

  • Integrated Wealth Counsel held 90 shares of iShares 0-1 Year Treasury Bond ETF worth $10K as of Q4 2016.
  • Integrated Wealth Counsel left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q4 2016.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #168 holding.
  • Integrated Wealth Counsel first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2016 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.