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

Darwin 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
Q3 		– Sell
-2,758
Closed -$305K – 172
2020
Q2 		$305K Sell
2,758
-617
-18% -$68.4K 0.08% 123
2020
Q1 		$354K Buy
+3,375
New +$374K 0.11% 98

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BlackRock
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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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Ameriprise
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PC
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Darwin Wealth Management's SHV Position: Q3 2020 in Review

Darwin Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 2,758 shares — an estimated $305K sold.

Darwin Wealth Management first reported a position in SHV in Q1 2020 and held it in 2 quarters. The position peaked at $354K in Q1 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Darwin Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 2,758 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $305K.
  • Darwin Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Darwin Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $354K in Q1 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Darwin Wealth Management's 13F filing for Q3 2020, filed 16 Oct 2020.