Partnervest Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Partnervest Advisory Services’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	-1,817	Closed	-$201K	–	270
2019 Q1	$201K	Sell	1,817 -574	-24%	-$63.4K	0.08%	206
2018 Q4	$264K	Buy	+2,391	New	+$264K	0.13%	153

Other funds holding SHV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Partnervest Advisory Services's SHV Position: Q2 2019 in Review

Partnervest Advisory Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2019, closing a stake of 1,817 shares — an estimated $201K sold.

Partnervest Advisory Services first reported a position in SHV in Q4 2018 and held it in 2 quarters. The position peaked at $264K in Q4 2018. 321 funds tracked by Wall St. Rank hold SHV as of Q2 2019.

Partnervest Advisory Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Partnervest Advisory Services sold 1,817 iShares 0-1 Year Treasury Bond ETF shares in Q2 2019, an estimated $201K.
Partnervest Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
Partnervest Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $264K in Q4 2018.
321 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2019.

Based on Partnervest Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.