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

Wealthfront’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
2015
Q4 		– Sell
-83
Closed -$9K – 915
2015
Q3 		$9K Buy
+83
New +$9.15K ﹤0.01% 991

Other funds holding SHV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront's SHV Position: Q4 2015 in Review

Wealthfront sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2015, closing a stake of 83 shares — an estimated $9K sold.

Wealthfront first reported a position in SHV in Q3 2015 and held it in 1 quarter. The position peaked at $9K in Q3 2015. 123 funds tracked by Wall St. Rank hold SHV as of Q4 2015.

  • Wealthfront reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 83 iShares 0-1 Year Treasury Bond ETF shares in Q4 2015, an estimated $9K.
  • Wealthfront first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2015 and held it in 1 quarter.
  • Wealthfront's iShares 0-1 Year Treasury Bond ETF position peaked at $9K in Q3 2015.
  • 123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.