TD Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TD Capital 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
2019 Q2	–	Sell	-11,284	Closed	-$1.25M	–	267
2019 Q1	$1.25M	Buy	11,284 +10,860	+2,561%	+$1.2M	0.26%	30
2018 Q4	$47K	Sell	424 -21,246	-98%	-$2.34M	0.01%	83
2018 Q3	$2.39M	Buy	+21,670	New	+$2.39M	0.62%	24

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Capital Management's SHV Position: Q2 2019 in Review

TD Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2019, closing a stake of 11,284 shares — an estimated $1.25M sold.

TD Capital Management first reported a position in SHV in Q3 2018 and held it in 3 quarters. The position peaked at $2.39M in Q3 2018. 321 funds tracked by Wall St. Rank hold SHV as of Q2 2019.

TD Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
TD Capital Management sold 11,284 iShares 0-1 Year Treasury Bond ETF shares in Q2 2019, an estimated $1.25M.
TD Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 3 quarters.
TD Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.39M in Q3 2018.
321 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2019.

Based on TD Capital Management's 13F filing for Q2 2019, filed 9 Aug 2019.