Ruggie Capital Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ruggie Capital Group’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 Q3	–	Sell	-518	Closed	-$57K	–	248
2019 Q2	$57K	Buy	+518	New	+$57.2K	0.1%	58
2019 Q1	–	Sell	-702	Closed	-$77K	–	405
2018 Q4	$77K	Sell	702 -519	-43%	-$57.3K	0.03%	140
2018 Q3	$135K	Buy	+1,221	New	+$135K	0.09%	102

Other funds holding SHV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Ruggie Capital Group's SHV Position: Q3 2019 in Review

Ruggie Capital Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2019, closing a stake of 518 shares — an estimated $57K sold.

Ruggie Capital Group first reported a position in SHV in Q3 2018 and held it in 3 quarters. The position peaked at $135K in Q3 2018. 345 funds tracked by Wall St. Rank hold SHV as of Q3 2019.

Ruggie Capital Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Ruggie Capital Group sold 518 iShares 0-1 Year Treasury Bond ETF shares in Q3 2019, an estimated $57K.
Ruggie Capital Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 3 quarters.
Ruggie Capital Group's iShares 0-1 Year Treasury Bond ETF position peaked at $135K in Q3 2018.
345 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2019.

Based on Ruggie Capital Group's 13F filing for Q3 2019, filed 6 Nov 2019.