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

Global Wealth Management Investment Advisory’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	-104	Closed	-$12K	–	599
2020 Q2	$12K	Hold	104	–	–	0.01%	331
2020 Q1	$12K	Sell	104 -74	-42%	-$8.19K	0.01%	311
2019 Q4	$20K	Buy	178 +74	+71%	+$8.18K	0.01%	269
2019 Q3	$12K	Sell	104 -610	-85%	-$67.4K	0.01%	306
2019 Q2	$79K	Buy	+714	New	+$78.9K	0.04%	146
2019 Q1	–	Sell	-813	Closed	-$90K	–	753
2018 Q4	$90K	Buy	+813	New	+$89.7K	0.05%	186

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Global Wealth Management Investment Advisory's SHV Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 104 shares — an estimated $12K sold.

Global Wealth Management Investment Advisory first reported a position in SHV in Q4 2018 and held it in 6 quarters. The position peaked at $90K in Q4 2018. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 104 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $12K.
Global Wealth Management Investment Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 6 quarters.
Global Wealth Management Investment Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $90K in Q4 2018.
439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.