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Ameritas Investment Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-6,285
Closed -$695K – 1848
2021
Q1 		$695K Buy
+6,285
New +$695K 0.06% 281
2019
Q2 		– Sell
-27
Closed -$3K – 757
2019
Q1 		$3K Buy
+27
New +$2.98K ﹤0.01% 825

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameritas Investment Company's SHV Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 6,285 shares — an estimated $695K sold.

Ameritas Investment Company first reported a position in SHV in Q1 2019 and held it in 2 quarters. The position peaked at $695K in Q1 2021. 438 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 6,285 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $695K.
  • Ameritas Investment Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 2 quarters.
  • Ameritas Investment Company's iShares 0-1 Year Treasury Bond ETF position peaked at $695K in Q1 2021.
  • 438 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.