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

Palladium 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
2014
Q2 		– Sell
-300
Closed -$33K – 432
2014
Q1 		$33K Buy
+300
New +$33.1K ﹤0.01% 386
2013
Q4 		– Sell
-300
Closed -$33K – 438
2013
Q3 		$33K Hold
300
– – ﹤0.01% 379
2013
Q2 		$33K Buy
+300
New +$33.1K ﹤0.01% 378

Other funds holding SHV

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Palladium Partners's SHV Position: Q2 2014 in Review

Palladium Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2014, closing a stake of 300 shares — an estimated $33K sold.

Palladium Partners first reported a position in SHV in Q2 2013 and held it in 3 quarters. The position peaked at $33K in Q1 2014. 86 funds tracked by Wall St. Rank hold SHV as of Q2 2014.

  • Palladium Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 300 iShares 0-1 Year Treasury Bond ETF shares in Q2 2014, an estimated $33K.
  • Palladium Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $33K in Q1 2014.
  • 86 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.