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

Argent 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
Q2 		$779K Sell
7,035
-10,532
-60% -$1.17M 0.13% 86
2020
Q1 		$1.95M Sell
17,567
-9,114
-34% -$1.01M 0.4% 47
2019
Q4 		$2.95M Buy
+26,681
New +$2.95M 0.49% 44

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Argent Wealth Management's SHV Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 60% in Q2 2020, selling an estimated $1.17M and leaving 7,035 shares worth $779K. The position accounts for 0.13% of the portfolio, ranked #86.

Argent Wealth Management first reported a position in SHV in Q4 2019 and has held it in 3 quarters since. The position peaked at $2.95M in Q4 2019. 473 funds tracked by Wall St. Rank hold SHV as of Q2 2020.

  • Argent Wealth Management held 7,035 shares of iShares 0-1 Year Treasury Bond ETF worth $779K as of Q2 2020.
  • Argent Wealth Management sold 10,532 iShares 0-1 Year Treasury Bond ETF shares in Q2 2020, an estimated $1.17M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.13% of Argent Wealth Management's portfolio in Q2 2020, its #86 holding.
  • Argent Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.95M in Q4 2019.
  • 473 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.