Managed Account Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Managed Account Services’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 Q3	$421K	Sell	3,812 -209	-5%	-$23.1K	0.11%	81
2021 Q2	$444K	Buy	4,021 +113	+3%	+$12.5K	0.11%	81
2021 Q1	$432K	Sell	3,908 -3,448	-47%	-$381K	0.11%	76
2020 Q4	$813K	Buy	7,356 +3	+0%	+$332	0.22%	65
2020 Q3	$814K	Sell	7,353 -3,680	-33%	-$407K	0.26%	61
2020 Q2	$1.22M	Sell	11,033 -6,545	-37%	-$725K	0.44%	48
2020 Q1	$1.95M	Buy	+17,578	New	+$1.95M	0.94%	34

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return

CRG

Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Managed Account Services's SHV Position: Q3 2021 in Review

Managed Account Services reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.2% in Q3 2021, selling an estimated $23.1K and leaving 3,812 shares worth $421K. The position accounts for 0.11% of the portfolio, ranked #81.

Managed Account Services first reported a position in SHV in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.95M in Q1 2020. 422 funds tracked by Wall St. Rank hold SHV as of Q3 2021.

Managed Account Services held 3,812 shares of iShares 0-1 Year Treasury Bond ETF worth $421K as of Q3 2021.
Managed Account Services sold 209 iShares 0-1 Year Treasury Bond ETF shares in Q3 2021, an estimated $23.1K.
iShares 0-1 Year Treasury Bond ETF made up 0.11% of Managed Account Services's portfolio in Q3 2021, its #81 holding.
Managed Account Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and has held it in 7 quarters since.
Managed Account Services's iShares 0-1 Year Treasury Bond ETF position peaked at $1.95M in Q1 2020.
422 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.