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Brand Asset Management Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Brand Asset Management Group’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
2021
Q2 		– Sell
-356
Closed -$39K – 218
2021
Q1 		$39K Buy
+356
New +$39.3K 0.02% 149
2020
Q2 		– Sell
-1,800
Closed -$200K – 272
2020
Q1 		$200K Buy
+1,800
New +$199K 0.15% 62

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
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
CRG
Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brand Asset Management Group's SHV Position: Q2 2021 in Review

Brand Asset Management Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 356 shares — an estimated $39K sold.

Brand Asset Management Group first reported a position in SHV in Q1 2020 and held it in 2 quarters. The position peaked at $200K in Q1 2020. 438 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

  • Brand Asset Management Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Brand Asset Management Group sold 356 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $39K.
  • Brand Asset Management Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Brand Asset Management Group's iShares 0-1 Year Treasury Bond ETF position peaked at $200K in Q1 2020.
  • 438 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.