MWM
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Merriman Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Merriman Wealth 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
Q1 		– Sell
-79,638
Closed -$8.79M – 225
2018
Q4 		$8.79M Buy
+79,638
New +$8.79M 1.9% 11

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $432B AUM 30.22% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Merriman Wealth Management's SHV Position: Q1 2019 in Review

Merriman Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2019, closing a stake of 79,638 shares — an estimated $8.79M sold.

Merriman Wealth Management first reported a position in SHV in Q4 2018 and held it in 1 quarter. The position peaked at $8.79M in Q4 2018. 305 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

  • Merriman Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 79,638 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $8.79M.
  • Merriman Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Merriman Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $8.79M in Q4 2018.
  • 305 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.