EPM
SHV icon

Elm Partners Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Elm Partners 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
-41
Closed -$5K – 44
2020
Q2 		$5K Hold
41
– – ﹤0.01% 42
2020
Q1 		$5K Sell
41
-14,232
-100% -$1.58M ﹤0.01% 38
2019
Q4 		$1.58M Sell
14,273
-17,236
-55% -$1.91M 0.35% 30
2019
Q3 		$3.49M Buy
+31,509
New +$3.48M 0.79% 27

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
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

Elm Partners Management's SHV Position: Q3 2020 in Review

Elm Partners Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 41 shares — an estimated $5K sold.

Elm Partners Management first reported a position in SHV in Q3 2019 and held it in 4 quarters. The position peaked at $3.49M in Q3 2019. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Elm Partners Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Elm Partners Management sold 41 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $5K.
  • Elm Partners Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 4 quarters.
  • Elm Partners Management's iShares 0-1 Year Treasury Bond ETF position peaked at $3.49M in Q3 2019.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Elm Partners Management's 13F filing for Q3 2020, filed 19 Oct 2020.