Sigma Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sigma Investment 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
2018 Q4	$663K	Sell	6,014 -400	-6%	-$44.1K	0.53%	10
2018 Q3	$708K	Hold	6,414	–	–	0.58%	9
2018 Q2	$708K	Hold	6,414	–	–	0.59%	8
2018 Q1	$708K	Buy	6,414 +463	+8%	+$51.1K	0.59%	8
2017 Q4	$656K	Hold	5,951	–	–	0.54%	8
2017 Q3	$657K	Hold	5,951	–	–	0.56%	8
2017 Q2	$657K	Hold	5,951	–	–	0.57%	8
2017 Q1	$657K	Hold	5,951	–	–	0.58%	8
2016 Q4	$656K	Hold	5,951	–	–	0.57%	9
2016 Q3	$657K	Hold	5,951	–	–	0.56%	8
2016 Q2	$657K	Hold	5,951	–	–	0.55%	8
2016 Q1	$657K	Buy	+5,951	New	+$656K	0.55%	8

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

IndexIQ Advisors New York $2.82B AUM 12.48% 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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Sigma Investment Management's SHV Position: Q4 2018 in Review

Sigma Investment Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 6.2% in Q4 2018, selling an estimated $44.1K and leaving 6,014 shares worth $663K. The position accounts for 0.53% of the portfolio, ranked #10.

Sigma Investment Management first reported a position in SHV in Q1 2016 and has held it in 12 quarters since. The position peaked at $708K in Q3 2018. 309 funds tracked by Wall St. Rank hold SHV as of Q4 2018.

Sigma Investment Management held 6,014 shares of iShares 0-1 Year Treasury Bond ETF worth $663K as of Q4 2018.
Sigma Investment Management sold 400 iShares 0-1 Year Treasury Bond ETF shares in Q4 2018, an estimated $44.1K.
iShares 0-1 Year Treasury Bond ETF made up 0.53% of Sigma Investment Management's portfolio in Q4 2018, its #10 holding.
Sigma Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2016 and has held it in 12 quarters since.
Sigma Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $708K in Q3 2018.
309 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2018.

Based on Sigma Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.