PCM
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Peak Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Peak Capital Management’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
2018
Q4 		– Sell
-3
Closed – – 60
2018
Q3 		$0 Hold
3
– – ﹤0.01% 148
2018
Q2 		$0 Hold
3
– – ﹤0.01% 188
2018
Q1 		$0 Buy
+3
New +$331 ﹤0.01% 94

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Peak Capital Management's SHV Position: Q4 2018 in Review

Peak Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2018, closing a stake of 3 shares.

Peak Capital Management first reported a position in SHV in Q1 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 310 funds tracked by Wall St. Rank hold SHV as of Q4 2018.

  • Peak Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Peak Capital Management sold 3 iShares 0-1 Year Treasury Bond ETF shares in Q4 2018.
  • Peak Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and held it in 3 quarters.
  • Peak Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $0 in Q3 2018.
  • 310 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.