BHWM
SHV icon

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

Bay Harbor 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
2021
Q1 		– Sell
-80
Closed -$9K – 385
2020
Q4 		$9K Buy
80
+39
+95% +$4.31K ﹤0.01% 239
2020
Q3 		$5K Sell
41
-7,166
-99% -$793K ﹤0.01% 263
2020
Q2 		$798K Buy
+7,207
New +$799K 0.43% 41

Other funds holding SHV

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
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

Bay Harbor Wealth Management's SHV Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2021, closing a stake of 80 shares — an estimated $9K sold.

Bay Harbor Wealth Management first reported a position in SHV in Q2 2020 and held it in 3 quarters. The position peaked at $798K in Q2 2020. 458 funds tracked by Wall St. Rank hold SHV as of Q1 2021.

  • Bay Harbor Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 80 iShares 0-1 Year Treasury Bond ETF shares in Q1 2021, an estimated $9K.
  • Bay Harbor Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
  • Bay Harbor Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $798K in Q2 2020.
  • 458 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.