Ronald Blue & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ronald Blue & Co’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 Q2	$539K	Hold	4,882	–	–	0.02%	116
2017 Q1	$539K	Hold	4,882	–	–	0.02%	112
2016 Q4	$538K	Hold	4,882	–	–	0.02%	107
2016 Q3	$539K	Hold	4,882	–	–	0.02%	104
2016 Q2	$539K	Sell	4,882 -1,005	-17%	-$111K	0.02%	105
2016 Q1	$650K	Sell	5,887 -24,160	-80%	-$2.66M	0.04%	77
2015 Q4	$3.31M	Buy	30,047 +24,775	+470%	+$2.73M	0.18%	28
2015 Q3	$582K	Buy	+5,272	New	+$581K	0.03%	123
2015 Q2	–	Sell	-2,893	Closed	-$319K	–	370
2015 Q1	$319K	Sell	2,893 -35	-1%	-$3.86K	0.02%	246
2014 Q4	$323K	Buy	+2,928	New	+$323K	0.02%	228
2014 Q1	–	Sell	-6,917	Closed	-$763K	–	344
2013 Q4	$763K	Buy	+6,917	New	+$763K	0.06%	96

Other funds holding SHV

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Ronald Blue & Co's SHV Position: Q2 2017 in Review

Ronald Blue & Co held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2017 at 4,882 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #116.

Ronald Blue & Co first reported a position in SHV in Q4 2013 and has held it in 11 quarters since. The position peaked at $3.31M in Q4 2015. 135 funds tracked by Wall St. Rank hold SHV as of Q2 2017.

Ronald Blue & Co held 4,882 shares of iShares 0-1 Year Treasury Bond ETF worth $539K as of Q2 2017.
Ronald Blue & Co left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2017.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Ronald Blue & Co's portfolio in Q2 2017, its #116 holding.
Ronald Blue & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2013 and has held it in 11 quarters since.
Ronald Blue & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $3.31M in Q4 2015.
135 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.