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

Davidson Investment 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
2020
Q2 		– Sell
-3,771
Closed -$419K – 101
2020
Q1 		$419K Buy
+3,771
New +$417K 0.05% 76
2019
Q4 		– Sell
-2,364
Closed -$262K – 108
2019
Q3 		$262K Sell
2,364
-20
-0.8% -$2.21K 0.03% 100
2019
Q2 		$264K Buy
+2,384
New +$263K 0.03% 99

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Davidson Investment Advisors's SHV Position: Q2 2020 in Review

Davidson Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2020, closing a stake of 3,771 shares — an estimated $419K sold.

Davidson Investment Advisors first reported a position in SHV in Q2 2019 and held it in 3 quarters. The position peaked at $419K in Q1 2020. 474 funds tracked by Wall St. Rank hold SHV as of Q2 2020.

  • Davidson Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Davidson Investment Advisors sold 3,771 iShares 0-1 Year Treasury Bond ETF shares in Q2 2020, an estimated $419K.
  • Davidson Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 3 quarters.
  • Davidson Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $419K in Q1 2020.
  • 474 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2020.

Based on Davidson Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.