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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return