HBWM
SHV icon

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

Hollow Brook 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
2020
Q1 		– Sell
-479,964
Closed -$53M – 58
2019
Q4 		$53M Buy
479,964
+214,505
+81% +$23.7M 27.57% 1
2019
Q3 		$29.4M Buy
+265,459
New +$29.3M 19.75% 1

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Betterment LLC
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Bank of America
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BlackRock
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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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
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Hollow Brook Wealth Management's SHV Position: Q1 2020 in Review

Hollow Brook Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 479,964 shares — an estimated $53M sold.

Hollow Brook Wealth Management first reported a position in SHV in Q3 2019 and held it in 2 quarters. The position peaked at $53M in Q4 2019. 445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

  • Hollow Brook Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 479,964 iShares 0-1 Year Treasury Bond ETF shares in Q1 2020, an estimated $53M.
  • Hollow Brook Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 2 quarters.
  • Hollow Brook Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $53M in Q4 2019.
  • 445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on Hollow Brook Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.