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Inscription Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Inscription Capital’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
-2,333
Closed -$258K – 380
2021
Q1 		$258K Sell
2,333
-14,505
-86% -$1.6M 0.09% 164
2020
Q4 		$1.86M Sell
16,838
-1,930
-10% -$214K 0.72% 42
2020
Q3 		$2.08M Buy
+18,768
New +$2.08M 0.92% 30

Other funds holding SHV

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 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

Inscription Capital's SHV Position: Q2 2021 in Review

Inscription Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 2,333 shares — an estimated $258K sold.

Inscription Capital first reported a position in SHV in Q3 2020 and held it in 3 quarters. The position peaked at $2.08M in Q3 2020. 437 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

  • Inscription Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Inscription Capital sold 2,333 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $258K.
  • Inscription Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and held it in 3 quarters.
  • Inscription Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $2.08M in Q3 2020.
  • 437 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on Inscription Capital's 13F filing for Q2 2021, filed 13 Aug 2021.