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Means Investment Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Means Investment Company’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 		– Sell
-3,998
Closed -$442K – 211
2021
Q2 		$442K Sell
3,998
-500
-11% -$55.3K 0.09% 122
2021
Q1 		$497K Buy
4,498
+44
+1% +$4.86K 0.11% 108
2020
Q4 		$492K Buy
+4,454
New +$493K 0.11% 106

Other funds holding SHV

BlackRock
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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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Means Investment Company's SHV Position: Q3 2021 in Review

Means Investment Company sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2021, closing a stake of 3,998 shares — an estimated $442K sold.

Means Investment Company first reported a position in SHV in Q4 2020 and held it in 3 quarters. The position peaked at $497K in Q1 2021. 423 funds tracked by Wall St. Rank hold SHV as of Q3 2021.

  • Means Investment Company reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Means Investment Company sold 3,998 iShares 0-1 Year Treasury Bond ETF shares in Q3 2021, an estimated $442K.
  • Means Investment Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 3 quarters.
  • Means Investment Company's iShares 0-1 Year Treasury Bond ETF position peaked at $497K in Q1 2021.
  • 423 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2021.

Based on Means Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.