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

JOYN 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
2018 Q2	–	Sell	-385	Closed	-$42K	–	1851
2018 Q1	$42K	Buy	+385	New	+$42.5K	0.01%	501
2014 Q2	–	Sell	-163	Closed	-$18K	–	42
2014 Q1	$18K	Hold	163	–	–	0.01%	33
2013 Q4	$18K	Sell	163 -427	-72%	-$47.1K	0.01%	43
2013 Q3	$65K	Buy	+590	New	+$65K	0.03%	27

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JOYN Advisors's SHV Position: Q2 2018 in Review

JOYN Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2018, closing a stake of 385 shares — an estimated $42K sold.

JOYN Advisors first reported a position in SHV in Q3 2013 and held it in 4 quarters. The position peaked at $65K in Q3 2013. 217 funds tracked by Wall St. Rank hold SHV as of Q2 2018.

JOYN Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
JOYN Advisors sold 385 iShares 0-1 Year Treasury Bond ETF shares in Q2 2018, an estimated $42K.
JOYN Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2013 and held it in 4 quarters.
JOYN Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $65K in Q3 2013.
217 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2018.

Based on JOYN Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.