Vanguard Capital Wealth Advisors
SHV icon

Vanguard Capital Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Vanguard Capital Wealth 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
2018
Q1 		– Sell
-2,955
Closed -$337K – 131
2017
Q4 		$337K Buy
+2,955
New +$326K 0.42% 70

Other funds holding SHV

BlackRock
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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SHV Position: Q1 2018 in Review

Vanguard Capital Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2018, closing a stake of 2,955 shares — an estimated $337K sold.

Vanguard Capital Wealth Advisors first reported a position in SHV in Q4 2017 and held it in 1 quarter. The position peaked at $337K in Q4 2017. 190 funds tracked by Wall St. Rank hold SHV as of Q1 2018.

  • Vanguard Capital Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 2,955 iShares 0-1 Year Treasury Bond ETF shares in Q1 2018, an estimated $337K.
  • Vanguard Capital Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2017 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $337K in Q4 2017.
  • 190 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2018.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.