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

CSM 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
Q3 		– Sell
-374,810
Closed -$41.4M – 154
2021
Q2 		$41.4M Buy
+374,810
New +$41.4M 2.74% 8

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $446M AUM 7.66% 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 $1.37T AUM 24.88% 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

CSM Advisors's SHV Position: Q3 2021 in Review

CSM Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2021, closing a stake of 374,810 shares — an estimated $41.4M sold.

CSM Advisors first reported a position in SHV in Q2 2021 and held it in 1 quarter. The position peaked at $41.4M in Q2 2021. 422 funds tracked by Wall St. Rank hold SHV as of Q3 2021.

  • CSM Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • CSM Advisors sold 374,810 iShares 0-1 Year Treasury Bond ETF shares in Q3 2021, an estimated $41.4M.
  • CSM Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2021 and held it in 1 quarter.
  • CSM Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $41.4M in Q2 2021.
  • 422 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2021.

Based on CSM Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.