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

WealthShield’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
2017
Q4 		$1K Buy
+10
New +$1.1K ﹤0.01% 218

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthShield's SHV Position: Q4 2017 in Review

WealthShield opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2017: 10 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #218 among its holdings.

153 funds tracked by Wall St. Rank hold SHV as of Q4 2017.

  • WealthShield held 10 shares of iShares 0-1 Year Treasury Bond ETF worth $1K as of Q4 2017.
  • iShares 0-1 Year Treasury Bond ETF was a new WealthShield position in Q4 2017.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #218 holding.
  • 153 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.