Meristem Family Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Meristem Family Wealth’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	-21,170	Closed	-$2.34M	–	336
2021 Q1	$2.34M	Buy	+21,170	New	+$2.34M	0.47%	29
2020 Q4	–	Sell	-21,170	Closed	-$2.34M	–	239
2020 Q3	$2.34M	Sell	21,170 -240	-1%	-$26.6K	0.6%	27
2020 Q2	$2.37M	Hold	21,410	–	–	0.65%	26
2020 Q1	$2.38M	Buy	21,410 +4,975	+30%	+$551K	0.73%	25
2019 Q4	$1.81M	Hold	16,435	–	–	0.45%	38
2019 Q3	$1.82M	Buy	16,435 +2,050	+14%	+$227K	0.49%	35
2019 Q2	$1.59M	Buy	+14,385	New	+$1.59M	0.49%	35

Other funds holding SHV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Meristem Family Wealth's SHV Position: Q2 2021 in Review

Meristem Family Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 21,170 shares — an estimated $2.34M sold.

Meristem Family Wealth first reported a position in SHV in Q2 2019 and held it in 7 quarters. The position peaked at $2.38M in Q1 2020. 438 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

Meristem Family Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Meristem Family Wealth sold 21,170 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $2.34M.
Meristem Family Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 7 quarters.
Meristem Family Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $2.38M in Q1 2020.
438 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on Meristem Family Wealth's 13F filing for Q2 2021, filed 6 Aug 2021.