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Burt Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Burt Wealth Advisors’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
Q1 		– Sell
-555
Closed -$61K – 306
2020
Q4 		$61K Hold
555
– – 0.02% 167
2020
Q3 		$61K Hold
555
– – 0.02% 160
2020
Q2 		$61K Hold
555
– – 0.02% 164
2020
Q1 		$62K Buy
+555
New +$61.4K 0.03% 151

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Burt Wealth Advisors's SHV Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2021, closing a stake of 555 shares — an estimated $61K sold.

Burt Wealth Advisors first reported a position in SHV in Q1 2020 and held it in 4 quarters. The position peaked at $62K in Q1 2020. 457 funds tracked by Wall St. Rank hold SHV as of Q1 2021.

  • Burt Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 555 iShares 0-1 Year Treasury Bond ETF shares in Q1 2021, an estimated $61K.
  • Burt Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 4 quarters.
  • Burt Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $62K in Q1 2020.
  • 457 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.