Executive Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Executive Wealth 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
2021 Q2	–	Sell	-2,511	Closed	-$277K	–	202
2021 Q1	$277K	Sell	2,511 -149	-6%	-$16.5K	0.03%	161
2020 Q4	$294K	Sell	2,660 -39,584	-94%	-$4.38M	0.04%	143
2020 Q3	$4.68M	Sell	42,244 -210,094	-83%	-$23.3M	0.65%	34
2020 Q2	$27.9M	Buy	+252,338	New	+$28M	4.2%	5

Other funds holding SHV

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return

CRG

Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Executive Wealth Management's SHV Position: Q2 2021 in Review

Executive Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 2,511 shares — an estimated $277K sold.

Executive Wealth Management first reported a position in SHV in Q2 2020 and held it in 4 quarters. The position peaked at $27.9M in Q2 2020. 437 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

Executive Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Executive Wealth Management sold 2,511 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $277K.
Executive Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
Executive Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $27.9M in Q2 2020.
437 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on Executive Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.