BC
SHV icon

Barnett & Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Barnett & 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
2020
Q1 		– Sell
-189
Closed -$21K – 431
2019
Q4 		$21K Hold
189
– – 0.01% 238
2019
Q3 		$21K Buy
+189
New +$20.9K 0.01% 219

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Barnett & Company's SHV Position: Q1 2020 in Review

Barnett & Company sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 189 shares — an estimated $21K sold.

Barnett & Company first reported a position in SHV in Q3 2019 and held it in 2 quarters. The position peaked at $21K in Q4 2019. 445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

  • Barnett & Company reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Barnett & Company sold 189 iShares 0-1 Year Treasury Bond ETF shares in Q1 2020, an estimated $21K.
  • Barnett & Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 2 quarters.
  • Barnett & Company's iShares 0-1 Year Treasury Bond ETF position peaked at $21K in Q4 2019.
  • 445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on Barnett & Company's 13F filing for Q1 2020, filed 23 Apr 2020.