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

Pinion 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
2019
Q1 		– Sell
-1,850
Closed -$204K – 121
2018
Q4 		$204K Buy
+1,850
New +$204K 0.43% 107

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pinion Investment Advisors's SHV Position: Q1 2019 in Review

Pinion Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2019, closing a stake of 1,850 shares — an estimated $204K sold.

Pinion Investment Advisors first reported a position in SHV in Q4 2018 and held it in 1 quarter. The position peaked at $204K in Q4 2018. 304 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

  • Pinion Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Pinion Investment Advisors sold 1,850 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $204K.
  • Pinion Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Pinion Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $204K in Q4 2018.
  • 304 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on Pinion Investment Advisors's 13F filing for Q1 2019, filed 13 May 2019.