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Demars Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Demars Financial Group’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
-2,589
Closed -$287K – 63
2020
Q2 		$287K Sell
2,589
-230
-8% -$25.5K 0.24% 49
2020
Q1 		$313K Buy
2,819
+4
+0.1% +$443 0.33% 41
2019
Q4 		$311K Buy
+2,815
New +$311K 0.28% 41

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Demars Financial Group's SHV Position: Q3 2020 in Review

Demars Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 2,589 shares — an estimated $287K sold.

Demars Financial Group first reported a position in SHV in Q4 2019 and held it in 3 quarters. The position peaked at $313K in Q1 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Demars Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Demars Financial Group sold 2,589 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $287K.
  • Demars Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 3 quarters.
  • Demars Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $313K in Q1 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Demars Financial Group's 13F filing for Q3 2020, filed 21 Oct 2020.