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IAG Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

IAG Wealth Partners’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
-44
Closed -$5K – 390
2021
Q1 		$5K Buy
+44
New +$4.86K ﹤0.01% 317

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JP Morgan Chase
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IAG Wealth Partners's SHV Position: Q2 2021 in Review

IAG Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 44 shares — an estimated $5K sold.

IAG Wealth Partners first reported a position in SHV in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 437 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

  • IAG Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 44 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $5K.
  • IAG Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and held it in 1 quarter.
  • IAG Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $5K in Q1 2021.
  • 437 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on IAG Wealth Partners's 13F filing for Q2 2021, filed 4 Aug 2021.