AWM
SHV icon

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

Altavista 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
Q3 		– Sell
-2,478
Closed -$274K – 168
2020
Q2 		$274K Buy
+2,478
New +$275K 0.08% 140

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 $1.56T AUM 27.86% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Altavista Wealth Management's SHV Position: Q3 2020 in Review

Altavista Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 2,478 shares — an estimated $274K sold.

Altavista Wealth Management first reported a position in SHV in Q2 2020 and held it in 1 quarter. The position peaked at $274K in Q2 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Altavista Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Altavista Wealth Management sold 2,478 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $274K.
  • Altavista Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 1 quarter.
  • Altavista Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $274K in Q2 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Altavista Wealth Management's 13F filing for Q3 2020, filed 16 Nov 2020.