PSW
SHV icon

Portfolio Strategies (Washington)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		– Sell
-47,073
Closed -$5.2M – 79
2017
Q3 		$5.2M Buy
+47,073
New +$5.19M 8.59% 3
2017
Q2 		– Sell
-34,672
Closed -$3.83M – 85
2017
Q1 		$3.83M Buy
+34,672
New +$3.83M 4.82% 8

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Portfolio Strategies (Washington)'s SHV Position: Q4 2017 in Review

Portfolio Strategies (Washington) sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2017, closing a stake of 47,073 shares — an estimated $5.2M sold.

Portfolio Strategies (Washington) first reported a position in SHV in Q1 2017 and held it in 2 quarters. The position peaked at $5.2M in Q3 2017. 152 funds tracked by Wall St. Rank hold SHV as of Q4 2017.

  • Portfolio Strategies (Washington) reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 47,073 iShares 0-1 Year Treasury Bond ETF shares in Q4 2017, an estimated $5.2M.
  • Portfolio Strategies (Washington) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2017 and held it in 2 quarters.
  • Portfolio Strategies (Washington)'s iShares 0-1 Year Treasury Bond ETF position peaked at $5.2M in Q3 2017.
  • 152 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.