22CM
SHV icon

20/20 Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

20/20 Capital 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
2020
Q2 		– Sell
-3,158
Closed -$350K – 156
2020
Q1 		$350K Buy
+3,158
New +$350K 0.16% 97

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

20/20 Capital Management's SHV Position: Q2 2020 in Review

20/20 Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2020, closing a stake of 3,158 shares — an estimated $350K sold.

20/20 Capital Management first reported a position in SHV in Q1 2020 and held it in 1 quarter. The position peaked at $350K in Q1 2020. 474 funds tracked by Wall St. Rank hold SHV as of Q2 2020.

  • 20/20 Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • 20/20 Capital Management sold 3,158 iShares 0-1 Year Treasury Bond ETF shares in Q2 2020, an estimated $350K.
  • 20/20 Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • 20/20 Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $350K in Q1 2020.
  • 474 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2020.

Based on 20/20 Capital Management's 13F filing for Q2 2020, filed 10 Aug 2020.