BDO Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

BDO Wealth Advisors’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	-1	Closed	–	–	815
2019 Q4	$0	Hold	1	–	–	﹤0.01%	633
2019 Q3	$0	Hold	1	–	–	﹤0.01%	652
2019 Q2	$0	Hold	1	–	–	﹤0.01%	681
2019 Q1	$0	Hold	1	–	–	﹤0.01%	662
2018 Q4	$0	Buy	+1	New	+$110	﹤0.01%	613

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

BDO Wealth Advisors's SHV Position: Q1 2020 in Review

BDO Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 1 share.

BDO Wealth Advisors first reported a position in SHV in Q4 2018 and held it in 5 quarters. The position peaked at $0 in Q4 2019. 445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

BDO Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
BDO Wealth Advisors sold 1 iShares 0-1 Year Treasury Bond ETF share in Q1 2020.
BDO Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 5 quarters.
BDO Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $0 in Q4 2019.
445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.