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

Thor 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 Q4	–	Sell	-943	Closed	-$104K	–	211
2019 Q3	$104K	Buy	+943	New	+$104K	0.12%	191

Other funds holding SHV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Thor Advisors's SHV Position: Q4 2019 in Review

Thor Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2019, closing a stake of 943 shares — an estimated $104K sold.

Thor Advisors first reported a position in SHV in Q3 2019 and held it in 1 quarter. The position peaked at $104K in Q3 2019. 391 funds tracked by Wall St. Rank hold SHV as of Q4 2019.

Thor Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Thor Advisors sold 943 iShares 0-1 Year Treasury Bond ETF shares in Q4 2019, an estimated $104K.
Thor Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
Thor Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $104K in Q3 2019.
391 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2019.

Based on Thor Advisors's 13F filing for Q4 2019, filed 18 Feb 2020.