Beacon Investment Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Beacon Investment Advisory Services’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 Q2	–	Sell	-11,489	Closed	-$1.28M	–	250
2020 Q1	$1.28M	Buy	11,489 +1,619	+16%	+$179K	0.09%	125
2019 Q4	$1.09M	Sell	9,870 -1	-0%	-$111	0.06%	136
2019 Q3	$1.09M	Buy	9,871 +1	+0%	+$111	0.11%	115
2019 Q2	$1.09M	Buy	+9,870	New	+$1.09M	0.12%	105

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Beacon Investment Advisory Services's SHV Position: Q2 2020 in Review

Beacon Investment Advisory Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2020, closing a stake of 11,489 shares — an estimated $1.28M sold.

Beacon Investment Advisory Services first reported a position in SHV in Q2 2019 and held it in 4 quarters. The position peaked at $1.28M in Q1 2020. 474 funds tracked by Wall St. Rank hold SHV as of Q2 2020.

Beacon Investment Advisory Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Beacon Investment Advisory Services sold 11,489 iShares 0-1 Year Treasury Bond ETF shares in Q2 2020, an estimated $1.28M.
Beacon Investment Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 4 quarters.
Beacon Investment Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $1.28M in Q1 2020.
474 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2020.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2020, filed 28 Jul 2020.