QAM
SHV icon

Q3 Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Q3 Asset 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
2019
Q2 		– Sell
-23,362
Closed -$1K – 38
2019
Q1 		$1K Buy
+23,362
New +$2.58M ﹤0.01% 23

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Q3 Asset Management's SHV Position: Q2 2019 in Review

Q3 Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2019, closing a stake of 23,362 shares — an estimated $1K sold.

Q3 Asset Management first reported a position in SHV in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 321 funds tracked by Wall St. Rank hold SHV as of Q2 2019.

  • Q3 Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Q3 Asset Management sold 23,362 iShares 0-1 Year Treasury Bond ETF shares in Q2 2019, an estimated $1K.
  • Q3 Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Q3 Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1K in Q1 2019.
  • 321 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2019.

Based on Q3 Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.