IA
SHV icon

Independence Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Independence Advisors’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
Q2 		– Sell
-10
Closed -$1K – 169
2020
Q1 		$1K Sell
10
-49
-83% -$5.42K ﹤0.01% 153
2019
Q4 		$7K Buy
+59
New +$6.52K ﹤0.01% 149

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Independence Advisors's SHV Position: Q2 2020 in Review

Independence Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2020, closing a stake of 10 shares — an estimated $1K sold.

Independence Advisors first reported a position in SHV in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 473 funds tracked by Wall St. Rank hold SHV as of Q2 2020.

  • Independence Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Independence Advisors sold 10 iShares 0-1 Year Treasury Bond ETF shares in Q2 2020, an estimated $1K.
  • Independence Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Independence Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $7K in Q4 2019.
  • 473 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2020.

Based on Independence Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.