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Steel Grove Capital Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Steel Grove Capital Advisors’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
Q1 		– Sell
-40,470
Closed -$4.46M – 251
2018
Q4 		$4.46M Buy
+40,470
New +$4.47M 0.63% 50

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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Steel Grove Capital Advisors's SHV Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2019, closing a stake of 40,470 shares — an estimated $4.46M sold.

Steel Grove Capital Advisors first reported a position in SHV in Q4 2018 and held it in 1 quarter. The position peaked at $4.46M in Q4 2018. 304 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

  • Steel Grove Capital Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 40,470 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $4.46M.
  • Steel Grove Capital Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Steel Grove Capital Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $4.46M in Q4 2018.
  • 304 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.