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

Center For Asset 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
2021
Q4 		– Sell
-1,898
Closed -$210K – 131
2021
Q3 		$210K Sell
1,898
-938
-33% -$104K 0.18% 102
2021
Q2 		$313K Buy
+2,836
New +$313K 0.27% 67

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Center For Asset Management's SHV Position: Q4 2021 in Review

Center For Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2021, closing a stake of 1,898 shares — an estimated $210K sold.

Center For Asset Management first reported a position in SHV in Q2 2021 and held it in 2 quarters. The position peaked at $313K in Q2 2021. 463 funds tracked by Wall St. Rank hold SHV as of Q4 2021.

  • Center For Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Center For Asset Management sold 1,898 iShares 0-1 Year Treasury Bond ETF shares in Q4 2021, an estimated $210K.
  • Center For Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2021 and held it in 2 quarters.
  • Center For Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $313K in Q2 2021.
  • 463 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2021.

Based on Center For Asset Management's 13F filing for Q4 2021, filed 12 Jan 2022.