EK
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Evensky & Katz’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Evensky & Katz’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
-471
Closed -$52K – 96
2020
Q1 		$52K Buy
+471
New +$52.1K 0.01% 82
2019
Q2 		– Sell
-476
Closed -$52K – 111
2019
Q1 		$52K Sell
476
-69
-13% -$7.62K 0.01% 95
2018
Q4 		$60K Hold
545
– – 0.01% 62
2018
Q3 		$60K Buy
545
+339
+165% +$37.4K 0.01% 53
2018
Q2 		$22K Sell
206
-361
-64% -$39.8K ﹤0.01% 55
2018
Q1 		$62K Buy
567
+547
+2,735% +$60.3K 0.01% 48
2017
Q4 		$2K Sell
20
-690
-97% -$76.1K ﹤0.01% 48
2017
Q3 		$78K Buy
+710
New +$78.3K 0.01% 41

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

Evensky & Katz's SHV Position: Q2 2020 in Review

Evensky & Katz sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2020, closing a stake of 471 shares — an estimated $52K sold.

Evensky & Katz first reported a position in SHV in Q3 2017 and held it in 8 quarters. The position peaked at $78K in Q3 2017. 474 funds tracked by Wall St. Rank hold SHV as of Q2 2020.

  • Evensky & Katz reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Evensky & Katz sold 471 iShares 0-1 Year Treasury Bond ETF shares in Q2 2020, an estimated $52K.
  • Evensky & Katz first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2017 and held it in 8 quarters.
  • Evensky & Katz's iShares 0-1 Year Treasury Bond ETF position peaked at $78K in Q3 2017.
  • 474 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2020.

Based on Evensky & Katz's 13F filing for Q2 2020, filed 5 Aug 2020.