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JCM
Julex Capital Management’s
iShares 0-1 Year Treasury Bond ETF
SHV
Stock Holding History
Julex Capital Management’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
$4K
Sell
37
-67,550
-100%
-$7.47M
0.01%
73
2019
Q2
$7.48M
Buy
67,587
+66,896
+9,681%
+$7.39M
8.25%
3
2019
Q1
$76.4K
Buy
691
+470
+213%
+$51.9K
0.07%
24
2018
Q4
$24K
Buy
+221
New
+$24.4K
0.02%
21
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27.86%
1-Year Est. Return
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$52.8B AUM
15.34%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
New York
$93.1B AUM
61.18%
1-Year Est. Return
IA
IndexIQ Advisors
New York
$2.82B AUM
12.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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