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

SignalPoint 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
2017 Q3	–	Sell	-14,502	Closed	-$1.6M	–	206
2017 Q2	$1.6M	Hold	14,502	–	–	0.44%	65
2017 Q1	$1.6M	Hold	14,502	–	–	0.45%	66
2016 Q4	$1.6M	Hold	14,502	–	–	0.41%	58
2016 Q3	$1.6M	Buy	+14,502	New	+$1.6M	0.43%	55
2015 Q3	–	Sell	-10,041	Closed	-$1.11M	–	201
2015 Q2	$1.11M	Hold	10,041	–	–	0.46%	47
2015 Q1	$1.11M	Buy	10,041 +100	+1%	+$11K	0.46%	47
2014 Q4	$1.1M	Sell	9,941 -2,485	-20%	-$274K	0.49%	54
2014 Q3	$1.37M	Hold	12,426	–	–	0.66%	46
2014 Q2	$1.37M	Sell	12,426 -14,182	-53%	-$1.56M	0.61%	47
2014 Q1	$2.93M	Hold	26,608	–	–	1.37%	24
2013 Q4	$2.93M	Buy	26,608 +22,916	+621%	+$2.53M	1.33%	20
2013 Q3	$407K	Buy	+3,692	New	+$407K	0.26%	76

Other funds holding SHV

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $32.7B AUM 35.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SignalPoint Asset Management's SHV Position: Q3 2017 in Review

SignalPoint Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2017, closing a stake of 14,502 shares — an estimated $1.6M sold.

SignalPoint Asset Management first reported a position in SHV in Q3 2013 and held it in 12 quarters. The position peaked at $2.93M in Q1 2014. 139 funds tracked by Wall St. Rank hold SHV as of Q3 2017.

SignalPoint Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
SignalPoint Asset Management sold 14,502 iShares 0-1 Year Treasury Bond ETF shares in Q3 2017, an estimated $1.6M.
SignalPoint Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2013 and held it in 12 quarters.
SignalPoint Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.93M in Q1 2014.
139 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2017.

Based on SignalPoint Asset Management's 13F filing for Q3 2017, filed 31 Oct 2017.