Dakota Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Dakota Wealth 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	-2,505	Closed	-$277K	–	340
2020 Q3	$277K	Sell	2,505 -16,915	-87%	-$1.87M	0.04%	237
2020 Q2	$2.15M	Buy	19,420 +15,070	+346%	+$1.67M	0.37%	76
2020 Q1	$483K	Sell	4,350 -5,711	-57%	-$632K	0.11%	155
2019 Q4	$1.11M	Sell	10,061 -5,744	-36%	-$635K	0.18%	114
2019 Q3	$1.75M	Buy	15,805 +7,428	+89%	+$821K	0.3%	87
2019 Q2	$927K	Buy	8,377 +1,929	+30%	+$213K	0.18%	117
2019 Q1	$713K	Buy	+6,448	New	+$712K	0.14%	146

Other funds holding SHV

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dakota Wealth Management's SHV Position: Q4 2020 in Review

Dakota Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2020, closing a stake of 2,505 shares — an estimated $277K sold.

Dakota Wealth Management first reported a position in SHV in Q1 2019 and held it in 7 quarters. The position peaked at $2.15M in Q2 2020. 453 funds tracked by Wall St. Rank hold SHV as of Q4 2020.

Dakota Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Dakota Wealth Management sold 2,505 iShares 0-1 Year Treasury Bond ETF shares in Q4 2020, an estimated $277K.
Dakota Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 7 quarters.
Dakota Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.15M in Q2 2020.
453 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2020.

Based on Dakota Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.