TCG Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TCG 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 Q3	–	Sell	-215	Closed	-$24K	–	355
2019 Q2	$24K	Buy	+215	New	+$23.8K	0.02%	200

Other funds holding SHV

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

TCG Advisors's SHV Position: Q3 2019 in Review

TCG Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2019, closing a stake of 215 shares — an estimated $24K sold.

TCG Advisors first reported a position in SHV in Q2 2019 and held it in 1 quarter. The position peaked at $24K in Q2 2019. 345 funds tracked by Wall St. Rank hold SHV as of Q3 2019.

TCG Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
TCG Advisors sold 215 iShares 0-1 Year Treasury Bond ETF shares in Q3 2019, an estimated $24K.
TCG Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 1 quarter.
TCG Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $24K in Q2 2019.
345 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.