6M
SHV icon

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

6 Meridian’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
2021
Q1 		– Sell
-16,781
Closed -$1.85M – 443
2020
Q4 		$1.85M Sell
16,781
-10,430
-38% -$1.15M 0.18% 88
2020
Q3 		$3.01M Buy
+27,211
New +$3.01M 0.31% 52

Other funds holding SHV

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
CRG
Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

6 Meridian's SHV Position: Q1 2021 in Review

6 Meridian sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2021, closing a stake of 16,781 shares — an estimated $1.85M sold.

6 Meridian first reported a position in SHV in Q3 2020 and held it in 2 quarters. The position peaked at $3.01M in Q3 2020. 458 funds tracked by Wall St. Rank hold SHV as of Q1 2021.

  • 6 Meridian reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • 6 Meridian sold 16,781 iShares 0-1 Year Treasury Bond ETF shares in Q1 2021, an estimated $1.85M.
  • 6 Meridian first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and held it in 2 quarters.
  • 6 Meridian's iShares 0-1 Year Treasury Bond ETF position peaked at $3.01M in Q3 2020.
  • 458 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2021.

Based on 6 Meridian's 13F filing for Q1 2021, filed 22 Apr 2021.