Symmetry Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Symmetry Partners’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	-4,690	Closed	-$517K	–	433
2018 Q4	$517K	Sell	4,690 -265	-5%	-$29.2K	0.13%	104
2018 Q3	$547K	Sell	4,955 -73	-1%	-$8.06K	0.22%	35
2018 Q2	$555K	Sell	5,028 -266	-5%	-$29.3K	0.23%	31
2018 Q1	$584K	Buy	5,294 +77	+1%	+$8.49K	0.25%	31
2017 Q4	$575K	Sell	5,217 -692	-12%	-$76.3K	0.27%	31
2017 Q3	$652K	Sell	5,909 -2,058	-26%	-$227K	0.33%	31
2017 Q2	$879K	Sell	7,967 -1,459	-15%	-$161K	0.48%	29
2017 Q1	$1.04M	Sell	9,426 -3,820	-29%	-$421K	0.62%	27
2016 Q4	$1.46M	Buy	+13,246	New	+$1.46M	1.03%	22

Other funds holding SHV

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

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

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

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

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

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

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Symmetry Partners's SHV Position: Q1 2019 in Review

Symmetry Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2019, closing a stake of 4,690 shares — an estimated $517K sold.

Symmetry Partners first reported a position in SHV in Q4 2016 and held it in 9 quarters. The position peaked at $1.46M in Q4 2016. 305 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

Symmetry Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Symmetry Partners sold 4,690 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $517K.
Symmetry Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and held it in 9 quarters.
Symmetry Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.46M in Q4 2016.
305 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on Symmetry Partners's 13F filing for Q1 2019, filed 13 May 2019.