Advanced Asset Management Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Advanced Asset Management 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
2020 Q4	–	Sell	-76,896	Closed	-$8.51M	–	106
2020 Q3	$8.51M	Sell	76,896 -148	-0.2%	-$16.4K	2.26%	8
2020 Q2	$8.53M	Buy	77,044 +71,360	+1,255%	+$7.91M	2.5%	9
2020 Q1	$631K	Buy	5,684 +2,624	+86%	+$290K	0.22%	69
2019 Q4	$338K	Buy	3,060 +45	+1%	+$4.97K	0.1%	77
2019 Q3	$334K	Buy	3,015 +83	+3%	+$9.18K	0.11%	82
2019 Q2	$324K	Sell	2,932 -322	-10%	-$35.6K	0.11%	81
2019 Q1	$360K	Buy	+3,254	New	+$359K	0.13%	91

Other funds holding SHV

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advanced Asset Management Advisors's SHV Position: Q4 2020 in Review

Advanced Asset Management Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2020, closing a stake of 76,896 shares — an estimated $8.51M sold.

Advanced Asset Management Advisors first reported a position in SHV in Q1 2019 and held it in 7 quarters. The position peaked at $8.53M in Q2 2020. 452 funds tracked by Wall St. Rank hold SHV as of Q4 2020.

Advanced Asset Management Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Advanced Asset Management Advisors sold 76,896 iShares 0-1 Year Treasury Bond ETF shares in Q4 2020, an estimated $8.51M.
Advanced Asset Management Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 7 quarters.
Advanced Asset Management Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $8.53M in Q2 2020.
452 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2020.

Based on Advanced Asset Management Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.