Dowling & Yahnke’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Dowling & Yahnke’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 Q1	–	Sell	-2	Closed	–	–	366
2019 Q4	$0	Buy	+2	New	+$221	﹤0.01%	385

Other funds holding SHV

MFRM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Dowling & Yahnke's SHV Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 2 shares.

Dowling & Yahnke first reported a position in SHV in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

Dowling & Yahnke reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Dowling & Yahnke sold 2 iShares 0-1 Year Treasury Bond ETF shares in Q1 2020.
Dowling & Yahnke first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
Dowling & Yahnke's iShares 0-1 Year Treasury Bond ETF position peaked at $0 in Q4 2019.
445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.