RBC Europe’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

RBC Europe’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 Q3	–	Sell	-1,705	Closed	-$188K	–	1166
2018 Q2	$188K	Hold	1,705	–	–	0.02%	254
2018 Q1	$188K	Buy	1,705 +255	+18%	+$28.1K	0.02%	255
2017 Q4	$160K	Hold	1,450	–	–	0.02%	274
2017 Q3	$160K	Buy	+1,450	New	+$160K	0.02%	280

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RBC Europe's SHV Position: Q3 2018 in Review

RBC Europe sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2018, closing a stake of 1,705 shares — an estimated $188K sold.

RBC Europe first reported a position in SHV in Q3 2017 and held it in 4 quarters. The position peaked at $188K in Q2 2018. 225 funds tracked by Wall St. Rank hold SHV as of Q3 2018.

RBC Europe reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
RBC Europe sold 1,705 iShares 0-1 Year Treasury Bond ETF shares in Q3 2018, an estimated $188K.
RBC Europe first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2017 and held it in 4 quarters.
RBC Europe's iShares 0-1 Year Treasury Bond ETF position peaked at $188K in Q2 2018.
225 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2018.

Based on RBC Europe's 13F filing for Q3 2018, filed 9 Nov 2023.