Bedel Financial Consulting’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bedel Financial Consulting’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 Q4	–	Sell	-41	Closed	-$5K	–	870
2020 Q3	$5K	Hold	41	–	–	﹤0.01%	618
2020 Q2	$5K	Hold	41	–	–	﹤0.01%	587
2020 Q1	$5K	Hold	41	–	–	﹤0.01%	579
2019 Q4	$5K	Hold	41	–	–	﹤0.01%	594
2019 Q3	$5K	Hold	41	–	–	﹤0.01%	577
2019 Q2	$5K	Hold	41	–	–	﹤0.01%	577
2019 Q1	$5K	Hold	41	–	–	﹤0.01%	576
2018 Q4	$5K	Hold	41	–	–	﹤0.01%	540
2018 Q3	$4K	Hold	41	–	–	﹤0.01%	574
2018 Q2	$5K	Hold	41	–	–	﹤0.01%	555
2018 Q1	$5K	Buy	+41	New	+$4.52K	﹤0.01%	545

Other funds holding SHV

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Peavine Capital Reno, Nevada $472M AUM 9.2% 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

Bedel Financial Consulting's SHV Position: Q4 2020 in Review

Bedel Financial Consulting sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2020, closing a stake of 41 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in SHV in Q1 2018 and held it in 11 quarters. The position peaked at $5K in Q3 2020. 453 funds tracked by Wall St. Rank hold SHV as of Q4 2020.

Bedel Financial Consulting reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Bedel Financial Consulting sold 41 iShares 0-1 Year Treasury Bond ETF shares in Q4 2020, an estimated $5K.
Bedel Financial Consulting first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and held it in 11 quarters.
Bedel Financial Consulting's iShares 0-1 Year Treasury Bond ETF position peaked at $5K in Q3 2020.
453 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2020.

Based on Bedel Financial Consulting's 13F filing for Q4 2020, filed 2 Feb 2021.