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Acima Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Acima Private Wealth’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
Q3 		– Sell
-48,195
Closed -$5.34M – 240
2020
Q2 		$5.34M Buy
48,195
+12,488
+35% +$1.38M 3.45% 3
2020
Q1 		$3.96M Buy
35,707
+8,878
+33% +$983K 3.05% 5
2019
Q4 		$2.96M Buy
26,829
+1,620
+6% +$179K 2.05% 11
2019
Q3 		$2.79M Buy
25,209
+1,255
+5% +$139K 2.13% 9
2019
Q2 		$2.65M Buy
+23,954
New +$2.65M 2.09% 9

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Acima Private Wealth's SHV Position: Q3 2020 in Review

Acima Private Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 48,195 shares — an estimated $5.34M sold.

Acima Private Wealth first reported a position in SHV in Q2 2019 and held it in 5 quarters. The position peaked at $5.34M in Q2 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Acima Private Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Acima Private Wealth sold 48,195 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $5.34M.
  • Acima Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 5 quarters.
  • Acima Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $5.34M in Q2 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Acima Private Wealth's 13F filing for Q3 2020, filed 14 May 2021.