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Blume Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Blume Capital 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
2020
Q4 		– Sell
-200
Closed -$22K – 235
2020
Q3 		$22K Hold
200
– – 0.01% 148
2020
Q2 		$22K Hold
200
– – 0.01% 147
2020
Q1 		$22K Sell
200
-1,086
-84% -$120K 0.01% 143
2019
Q4 		$142K Sell
1,286
-851
-40% -$94.1K 0.07% 80
2019
Q3 		$236K Buy
+2,137
New +$236K 0.12% 60

Other funds holding SHV

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blume Capital Management's SHV Position: Q4 2020 in Review

Blume Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2020, closing a stake of 200 shares — an estimated $22K sold.

Blume Capital Management first reported a position in SHV in Q3 2019 and held it in 5 quarters. The position peaked at $236K in Q3 2019. 453 funds tracked by Wall St. Rank hold SHV as of Q4 2020.

  • Blume Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Blume Capital Management sold 200 iShares 0-1 Year Treasury Bond ETF shares in Q4 2020, an estimated $22K.
  • Blume Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 5 quarters.
  • Blume Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $236K in Q3 2019.
  • 453 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2020.

Based on Blume Capital Management's 13F filing for Q4 2020, filed 9 Feb 2021.