LWP
SHV icon

Legacy Wealth Planning’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Legacy Wealth Planning’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
Q4 		– Sell
-2,215
Closed -$245K – 104
2021
Q3 		$245K Sell
2,215
-1,270
-36% -$140K 0.27% 83
2021
Q2 		$385K Hold
3,485
– – 0.44% 53
2021
Q1 		$385K Sell
3,485
-1,027
-23% -$114K 0.49% 49
2020
Q4 		$499K Hold
4,512
– – 0.64% 36
2020
Q3 		$499K Sell
4,512
-3,571
-44% -$395K 0.57% 36
2020
Q2 		$895K Buy
8,083
+5,060
+167% +$561K 1.07% 25
2020
Q1 		$336K Sell
3,023
-676
-18% -$74.8K 0.54% 39
2019
Q4 		$409K Buy
+3,699
New +$409K 0.46% 40

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Legacy Wealth Planning's SHV Position: Q4 2021 in Review

Legacy Wealth Planning sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2021, closing a stake of 2,215 shares — an estimated $245K sold.

Legacy Wealth Planning first reported a position in SHV in Q4 2019 and held it in 8 quarters. The position peaked at $895K in Q2 2020. 462 funds tracked by Wall St. Rank hold SHV as of Q4 2021.

  • Legacy Wealth Planning reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Legacy Wealth Planning sold 2,215 iShares 0-1 Year Treasury Bond ETF shares in Q4 2021, an estimated $245K.
  • Legacy Wealth Planning first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 8 quarters.
  • Legacy Wealth Planning's iShares 0-1 Year Treasury Bond ETF position peaked at $895K in Q2 2020.
  • 462 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2021.

Based on Legacy Wealth Planning's 13F filing for Q4 2021, filed 14 Feb 2022.