Aspire Private Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Aspire Private Capital’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	-17,353	Closed	-$1.92M	–	502
2020 Q2	$1.92M	Buy	17,353 +17,325	+61,875%	+$1.92M	0.89%	30
2020 Q1	$3K	Sell	28 -8	-22%	-$885	﹤0.01%	183
2019 Q4	$4K	Sell	36 -17	-32%	-$1.88K	﹤0.01%	324
2019 Q3	$6K	Sell	53 -20	-27%	-$2.21K	﹤0.01%	277
2019 Q2	$8K	Buy	+73	New	+$8.07K	﹤0.01%	289
2019 Q1	–	Sell	-13,867	Closed	-$1.53M	–	596
2018 Q4	$1.53M	Buy	+13,867	New	+$1.53M	0.88%	33

Other funds holding SHV

MFRM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Aspire Private Capital's SHV Position: Q3 2020 in Review

Aspire Private Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 17,353 shares — an estimated $1.92M sold.

Aspire Private Capital first reported a position in SHV in Q4 2018 and held it in 6 quarters. The position peaked at $1.92M in Q2 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

Aspire Private Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Aspire Private Capital sold 17,353 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $1.92M.
Aspire Private Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 6 quarters.
Aspire Private Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $1.92M in Q2 2020.
439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Aspire Private Capital's 13F filing for Q3 2020, filed 13 Nov 2020.