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

Legacy Financial 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
Q1 		– Sell
-24,657
Closed -$2.72M – 1145
2018
Q4 		$2.72M Buy
24,657
+23,297
+1,713% +$2.57M 1.05% 9
2018
Q3 		$150K Buy
+1,360
New +$150K 0.05% 127

Other funds holding SHV

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Legacy Financial Advisors's SHV Position: Q1 2019 in Review

Legacy Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2019, closing a stake of 24,657 shares — an estimated $2.72M sold.

Legacy Financial Advisors first reported a position in SHV in Q3 2018 and held it in 2 quarters. The position peaked at $2.72M in Q4 2018. 305 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

  • Legacy Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 24,657 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $2.72M.
  • Legacy Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.72M in Q4 2018.
  • 305 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.