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

Coe 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
-2,258
Closed -$250K – 93
2020
Q3 		$250K Hold
2,258
– – 0.34% 62
2020
Q2 		$250K Hold
2,258
– – 0.37% 62
2020
Q1 		$251K Hold
2,258
– – 0.42% 58
2019
Q4 		$249K Buy
+2,258
New +$250K 0.32% 69

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MFRM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

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

Coe Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2020, closing a stake of 2,258 shares — an estimated $250K sold.

Coe Capital Management first reported a position in SHV in Q4 2019 and held it in 4 quarters. The position peaked at $251K in Q1 2020. 452 funds tracked by Wall St. Rank hold SHV as of Q4 2020.

  • Coe Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Coe Capital Management sold 2,258 iShares 0-1 Year Treasury Bond ETF shares in Q4 2020, an estimated $250K.
  • Coe Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 4 quarters.
  • Coe Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $251K in Q1 2020.
  • 452 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2020.

Based on Coe Capital Management's 13F filing for Q4 2020, filed 8 Feb 2021.