PIA
SHV icon

Peachtree Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Peachtree Investment 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
2015
Q3 		– Sell
-500
Closed -$55K – 225
2015
Q2 		$55K Hold
500
– – 0.04% 187
2015
Q1 		$55K Sell
500
-23,800
-98% -$2.62M 0.04% 196
2014
Q4 		$2.68M Buy
24,300
+23,800
+4,760% +$2.62M 1.8% 8
2014
Q3 		$55K Buy
+500
New +$55.1K 0.04% 202

Other funds holding SHV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Peachtree Investment Advisors's SHV Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2015, closing a stake of 500 shares — an estimated $55K sold.

Peachtree Investment Advisors first reported a position in SHV in Q3 2014 and held it in 4 quarters. The position peaked at $2.68M in Q4 2014. 117 funds tracked by Wall St. Rank hold SHV as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 500 iShares 0-1 Year Treasury Bond ETF shares in Q3 2015, an estimated $55K.
  • Peachtree Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.68M in Q4 2014.
  • 117 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.