PL
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Plancorp LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Plancorp LLC’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
Q4 		– Sell
-2,740
Closed -$302K – 94
2015
Q3 		$302K Buy
+2,740
New +$302K 0.27% 67
2015
Q2 		– Sell
-2,740
Closed -$302K – 103
2015
Q1 		$302K Buy
+2,740
New +$302K 0.3% 72

Other funds holding SHV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Plancorp LLC's SHV Position: Q4 2015 in Review

Plancorp LLC sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2015, closing a stake of 2,740 shares — an estimated $302K sold.

Plancorp LLC first reported a position in SHV in Q1 2015 and held it in 2 quarters. The position peaked at $302K in Q3 2015. 123 funds tracked by Wall St. Rank hold SHV as of Q4 2015.

  • Plancorp LLC reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Plancorp LLC sold 2,740 iShares 0-1 Year Treasury Bond ETF shares in Q4 2015, an estimated $302K.
  • Plancorp LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2015 and held it in 2 quarters.
  • Plancorp LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $302K in Q3 2015.
  • 123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2015.

Based on Plancorp LLC's 13F filing for Q4 2015, filed 9 Feb 2016.