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

WFG 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
2017 Q2	$6K	Hold	52	–	–	﹤0.01%	1256
2017 Q1	$6K	Hold	52	–	–	﹤0.01%	1191
2016 Q4	$6K	Hold	52	–	–	﹤0.01%	1232
2016 Q3	$6K	Buy	+52	New	+$5.74K	﹤0.01%	1244
2016 Q2	–	Sell	-42	Closed	-$5K	–	1681
2016 Q1	$5K	Buy	+42	New	+$4.63K	﹤0.01%	1204
2015 Q1	–	Sell	-89	Closed	-$10K	–	2045
2014 Q4	$10K	Sell	89 -8,051	-99%	-$888K	﹤0.01%	1467
2014 Q3	$897K	Buy	8,140 +1,000	+14%	+$110K	0.17%	146
2014 Q2	$787K	Sell	7,140 -1,620	-18%	-$179K	0.15%	172
2014 Q1	$966K	Sell	8,760 -514	-6%	-$56.7K	0.19%	121
2013 Q4	$1.02M	Buy	9,274 +1,212	+15%	+$134K	0.15%	165
2013 Q3	$889K	Buy	8,062 +168	+2%	+$18.5K	0.14%	177
2013 Q2	$870K	Buy	+7,894	New	+$870K	0.14%	171

Other funds holding SHV

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

WFG Advisors's SHV Position: Q2 2017 in Review

WFG Advisors held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2017 at 52 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

WFG Advisors first reported a position in SHV in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.02M in Q4 2013. 134 funds tracked by Wall St. Rank hold SHV as of Q2 2017.

WFG Advisors held 52 shares of iShares 0-1 Year Treasury Bond ETF worth $6K as of Q2 2017.
WFG Advisors left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2017.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1256 holding.
WFG Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and has held it in 12 quarters since.
WFG Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.02M in Q4 2013.
134 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.