UFF
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USA Financial Formulas’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

USA Financial Formulas’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
2016
Q4 		– Sell
-14,585
Closed -$1.61M – 332
2016
Q3 		$1.61M Sell
14,585
-4,202
-22% -$464K 0.41% 67
2016
Q2 		$2.08M Buy
+18,787
New +$2.07M 0.57% 60

Other funds holding SHV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

USA Financial Formulas's SHV Position: Q4 2016 in Review

USA Financial Formulas sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2016, closing a stake of 14,585 shares — an estimated $1.61M sold.

USA Financial Formulas first reported a position in SHV in Q2 2016 and held it in 2 quarters. The position peaked at $2.08M in Q2 2016. 139 funds tracked by Wall St. Rank hold SHV as of Q4 2016.

  • USA Financial Formulas reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • USA Financial Formulas sold 14,585 iShares 0-1 Year Treasury Bond ETF shares in Q4 2016, an estimated $1.61M.
  • USA Financial Formulas first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2016 and held it in 2 quarters.
  • USA Financial Formulas's iShares 0-1 Year Treasury Bond ETF position peaked at $2.08M in Q2 2016.
  • 139 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2016.

Based on USA Financial Formulas's 13F filing for Q4 2016, filed 3 Mar 2017.