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Osborn Williams & Donohoe’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-236
Closed -$26K – 600
2019
Q1 		$26K Buy
+236
New +$26.1K ﹤0.01% 530

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osborn Williams & Donohoe's SHV Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2019, closing a stake of 236 shares — an estimated $26K sold.

Osborn Williams & Donohoe first reported a position in SHV in Q1 2019 and held it in 1 quarter. The position peaked at $26K in Q1 2019. 321 funds tracked by Wall St. Rank hold SHV as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 236 iShares 0-1 Year Treasury Bond ETF shares in Q2 2019, an estimated $26K.
  • Osborn Williams & Donohoe first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares 0-1 Year Treasury Bond ETF position peaked at $26K in Q1 2019.
  • 321 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.