9258 Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

9258 Wealth 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 Q1	–	Sell	-3,998	Closed	-$442K	–	310
2019 Q4	$442K	Hold	3,998	–	–	0.16%	167
2019 Q3	$442K	Sell	3,998 -11	-0.3%	-$1.22K	0.34%	100
2019 Q2	$444K	Buy	4,009 +172	+4%	+$19K	0.36%	97
2019 Q1	$424K	Sell	3,837 -245	-6%	-$27.1K	0.36%	93
2018 Q4	$450K	Buy	+4,082	New	+$450K	0.43%	78

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

9258 Wealth Management's SHV Position: Q1 2020 in Review

9258 Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 3,998 shares — an estimated $442K sold.

9258 Wealth Management first reported a position in SHV in Q4 2018 and held it in 5 quarters. The position peaked at $450K in Q4 2018. 445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

9258 Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
9258 Wealth Management sold 3,998 iShares 0-1 Year Treasury Bond ETF shares in Q1 2020, an estimated $442K.
9258 Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 5 quarters.
9258 Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $450K in Q4 2018.
445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.