LWM
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Lionsbridge Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Lionsbridge Wealth Management’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
-3,012
Closed -$332K – 56
2021
Q1 		$332K Buy
+3,012
New +$333K 0.32% 51
2020
Q3 		– Sell
-33,423
Closed -$3.7M – 47
2020
Q2 		$3.7M Sell
33,423
-273
-0.8% -$30.3K 4.17% 6
2020
Q1 		$3.74M Buy
+33,696
New +$3.73M 4.47% 5

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 $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lionsbridge Wealth Management's SHV Position: Q2 2021 in Review

Lionsbridge Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 3,012 shares — an estimated $332K sold.

Lionsbridge Wealth Management first reported a position in SHV in Q1 2020 and held it in 3 quarters. The position peaked at $3.74M in Q1 2020. 438 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

  • Lionsbridge Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 3,012 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $332K.
  • Lionsbridge Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 3 quarters.
  • Lionsbridge Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $3.74M in Q1 2020.
  • 438 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.