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Biltmore Family Office’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Biltmore Family Office’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
-1,460
Closed -$162K – 191
2020
Q3 		$162K Hold
1,460
– – 0.09% 131
2020
Q2 		$162K Buy
+1,460
New +$162K 0.1% 139

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JP Morgan Chase
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Bank of America
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Biltmore Family Office's SHV Position: Q4 2020 in Review

Biltmore Family Office sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2020, closing a stake of 1,460 shares — an estimated $162K sold.

Biltmore Family Office first reported a position in SHV in Q2 2020 and held it in 2 quarters. The position peaked at $162K in Q3 2020. 453 funds tracked by Wall St. Rank hold SHV as of Q4 2020.

  • Biltmore Family Office reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Biltmore Family Office sold 1,460 iShares 0-1 Year Treasury Bond ETF shares in Q4 2020, an estimated $162K.
  • Biltmore Family Office first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
  • Biltmore Family Office's iShares 0-1 Year Treasury Bond ETF position peaked at $162K in Q3 2020.
  • 453 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2020.

Based on Biltmore Family Office's 13F filing for Q4 2020, filed 9 Feb 2021.