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Naples Global Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Naples Global 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
Q4 		– Sell
-4,645
Closed -$514K – 328
2019
Q3 		$514K Buy
+4,645
New +$514K 0.12% 213

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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

Naples Global Advisors's SHV Position: Q4 2019 in Review

Naples Global Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2019, closing a stake of 4,645 shares — an estimated $514K sold.

Naples Global Advisors first reported a position in SHV in Q3 2019 and held it in 1 quarter. The position peaked at $514K in Q3 2019. 391 funds tracked by Wall St. Rank hold SHV as of Q4 2019.

  • Naples Global Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Naples Global Advisors sold 4,645 iShares 0-1 Year Treasury Bond ETF shares in Q4 2019, an estimated $514K.
  • Naples Global Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • Naples Global Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $514K in Q3 2019.
  • 391 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2019.

Based on Naples Global Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.