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Bahl & Gaynor’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bahl & Gaynor’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
-15,437
Closed -$1.71M – 338
2020
Q2 		$1.71M Buy
15,437
+2,925
+23% +$324K 0.01% 232
2020
Q1 		$1.39M Buy
+12,512
New +$1.38M 0.01% 228

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 $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Bahl & Gaynor's SHV Position: Q3 2020 in Review

Bahl & Gaynor sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 15,437 shares — an estimated $1.71M sold.

Bahl & Gaynor first reported a position in SHV in Q1 2020 and held it in 2 quarters. The position peaked at $1.71M in Q2 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Bahl & Gaynor reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Bahl & Gaynor sold 15,437 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $1.71M.
  • Bahl & Gaynor first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Bahl & Gaynor's iShares 0-1 Year Treasury Bond ETF position peaked at $1.71M in Q2 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Bahl & Gaynor's 13F filing for Q3 2020, filed 12 Nov 2020.