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MBM Wealth Consultants’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

MBM Wealth Consultants’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
2020
Q3 		– Sell
-450
Closed -$50K – 234
2020
Q2 		$50K Buy
+450
New +$49.9K 0.04% 122

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BlackRock
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Bank of America
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Ameriprise
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PC
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MBM Wealth Consultants's SHV Position: Q3 2020 in Review

MBM Wealth Consultants sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 450 shares — an estimated $50K sold.

MBM Wealth Consultants first reported a position in SHV in Q2 2020 and held it in 1 quarter. The position peaked at $50K in Q2 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • MBM Wealth Consultants reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • MBM Wealth Consultants sold 450 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $50K.
  • MBM Wealth Consultants first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 1 quarter.
  • MBM Wealth Consultants's iShares 0-1 Year Treasury Bond ETF position peaked at $50K in Q2 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on MBM Wealth Consultants's 13F filing for Q3 2020, filed 12 Nov 2020.