MYCIO Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

MYCIO Wealth Partners’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	-195	Closed	-$22K	–	498
2019 Q3	$22K	Buy	+195	New	+$21.6K	﹤0.01%	404
2014 Q4	–	Sell	-151	Closed	-$17K	–	659
2014 Q3	$17K	Hold	151	–	–	﹤0.01%	392
2014 Q2	$17K	Hold	151	–	–	﹤0.01%	408
2014 Q1	$17K	Hold	151	–	–	﹤0.01%	403
2013 Q4	$17K	Hold	151	–	–	﹤0.01%	388
2013 Q3	$17K	Hold	151	–	–	﹤0.01%	346
2013 Q2	$17K	Buy	+151	New	+$16.6K	﹤0.01%	356

Other funds holding SHV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MYCIO Wealth Partners's SHV Position: Q4 2019 in Review

MYCIO Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2019, closing a stake of 195 shares — an estimated $22K sold.

MYCIO Wealth Partners first reported a position in SHV in Q2 2013 and held it in 7 quarters. The position peaked at $22K in Q3 2019. 391 funds tracked by Wall St. Rank hold SHV as of Q4 2019.

MYCIO Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
MYCIO Wealth Partners sold 195 iShares 0-1 Year Treasury Bond ETF shares in Q4 2019, an estimated $22K.
MYCIO Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and held it in 7 quarters.
MYCIO Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $22K in Q3 2019.
391 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2019.

Based on MYCIO Wealth Partners's 13F filing for Q4 2019, filed 13 Feb 2020.