Visionary Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Visionary Asset 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
2018 Q4	$5.94M	Buy	+53,870	New	+$5.94M	2.36%	8

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

IndexIQ Advisors New York $2.82B AUM 12.48% 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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Visionary Asset Management's SHV Position: Q4 2018 in Review

Visionary Asset Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2018: 53,870 shares worth $5.94M. The stake represents 2.36% of the portfolio and ranks #8 among its holdings.

309 funds tracked by Wall St. Rank hold SHV as of Q4 2018.

Visionary Asset Management held 53,870 shares of iShares 0-1 Year Treasury Bond ETF worth $5.94M as of Q4 2018.
iShares 0-1 Year Treasury Bond ETF was a new Visionary Asset Management position in Q4 2018.
iShares 0-1 Year Treasury Bond ETF made up 2.36% of Visionary Asset Management's portfolio in Q4 2018, its #8 holding.
309 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.