BPB
SHV icon

Badgley, Phelps & Bell’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Badgley, Phelps & Bell’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
Q1 		– Sell
-2,815
Closed -$311K – 228
2020
Q4 		$311K Buy
+2,815
New +$311K 0.01% 182

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BlackRock
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MFRM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Badgley, Phelps & Bell's SHV Position: Q1 2021 in Review

Badgley, Phelps & Bell sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2021, closing a stake of 2,815 shares — an estimated $311K sold.

Badgley, Phelps & Bell first reported a position in SHV in Q4 2020 and held it in 1 quarter. The position peaked at $311K in Q4 2020. 458 funds tracked by Wall St. Rank hold SHV as of Q1 2021.

  • Badgley, Phelps & Bell reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 2,815 iShares 0-1 Year Treasury Bond ETF shares in Q1 2021, an estimated $311K.
  • Badgley, Phelps & Bell first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Badgley, Phelps & Bell's iShares 0-1 Year Treasury Bond ETF position peaked at $311K in Q4 2020.
  • 458 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q1 2021, filed 28 Apr 2021.