MCM
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Manchester Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Manchester 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
Q4 		– Sell
-834
Closed -$92K – 530
2019
Q3 		$92K Hold
834
– – 0.01% 315
2019
Q2 		$92K Buy
+834
New +$92.2K 0.01% 318

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Betterment LLC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Manchester Capital Management's SHV Position: Q4 2019 in Review

Manchester Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2019, closing a stake of 834 shares — an estimated $92K sold.

Manchester Capital Management first reported a position in SHV in Q2 2019 and held it in 2 quarters. The position peaked at $92K in Q3 2019. 391 funds tracked by Wall St. Rank hold SHV as of Q4 2019.

  • Manchester Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Manchester Capital Management sold 834 iShares 0-1 Year Treasury Bond ETF shares in Q4 2019, an estimated $92K.
  • Manchester Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 2 quarters.
  • Manchester Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $92K in Q3 2019.
  • 391 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2019.

Based on Manchester Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.