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

WealthPLAN Partners’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 		– Sell
-6,112
Closed -$675K – 272
2018
Q3 		$675K Buy
+6,112
New +$675K 0.12% 122
2016
Q3 		$179K Sell
1,620
-802
-33% -$88.5K 0.06% 156
2016
Q2 		$268 Buy
+2,422
New +$267K ﹤0.01% 2402

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Betterment LLC
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WealthPLAN Partners's SHV Position: Q4 2018 in Review

WealthPLAN Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2018, closing a stake of 6,112 shares — an estimated $675K sold.

WealthPLAN Partners first reported a position in SHV in Q2 2016 and held it in 3 quarters. The position peaked at $675K in Q3 2018. 310 funds tracked by Wall St. Rank hold SHV as of Q4 2018.

  • WealthPLAN Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 6,112 iShares 0-1 Year Treasury Bond ETF shares in Q4 2018, an estimated $675K.
  • WealthPLAN Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $675K in Q3 2018.
  • 310 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2018.

Based on WealthPLAN Partners's 13F filing for Q4 2018, filed 20 Feb 2019.