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FundX Investment Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

FundX Investment 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
-2,341
Closed -$259K – 39
2020
Q2 		$259K Sell
2,341
-295,674
-99% -$32.8M 0.11% 34
2020
Q1 		$33.1M Buy
+298,015
New +$33M 12.16% 3
2019
Q2 		– Sell
-55,943
Closed -$6.19M – 50
2019
Q1 		$6.19M Sell
55,943
-6,448
-10% -$712K 2.1% 14
2018
Q4 		$6.88M Buy
+62,391
New +$6.88M 2.56% 13

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 $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

FundX Investment Group's SHV Position: Q3 2020 in Review

FundX Investment Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 2,341 shares — an estimated $259K sold.

FundX Investment Group first reported a position in SHV in Q4 2018 and held it in 4 quarters. The position peaked at $33.1M in Q1 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • FundX Investment Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • FundX Investment Group sold 2,341 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $259K.
  • FundX Investment Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
  • FundX Investment Group's iShares 0-1 Year Treasury Bond ETF position peaked at $33.1M in Q1 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on FundX Investment Group's 13F filing for Q3 2020, filed 29 Oct 2020.