Mid Atlantic Financial Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Mid Atlantic Financial 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 Q3	$1.42M	Sell	12,866 -1,510	-11%	-$167K	0.1%	181
2021 Q2	$1.59M	Sell	14,376 -17,843	-55%	-$1.97M	0.11%	168
2021 Q1	$3.56M	Sell	32,219 -26,550	-45%	-$2.93M	0.26%	87
2020 Q4	$6.5M	Sell	58,769 -2,808	-5%	-$311K	0.5%	37
2020 Q3	$6.82M	Sell	61,577 -13,545	-18%	-$1.5M	0.6%	26
2020 Q2	$8.32M	Buy	75,122 +12,043	+19%	+$1.33M	0.8%	23
2020 Q1	$7M	Buy	63,079 +22,304	+55%	+$2.47M	0.8%	20
2019 Q4	$4.5M	Sell	40,775 -2,526	-6%	-$279K	0.42%	50
2019 Q3	$4.79M	Buy	43,301 +2,869	+7%	+$317K	0.51%	37
2019 Q2	$4.47M	Sell	40,432 -2,878	-7%	-$318K	0.47%	43
2019 Q1	$4.79M	Buy	43,310 +10,515	+32%	+$1.16M	0.52%	31
2018 Q4	$3.62M	Buy	+32,795	New	+$3.62M	0.45%	49

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 $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 $1.37T 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

Mid Atlantic Financial Management's SHV Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 11% in Q3 2021, selling an estimated $167K and leaving 12,866 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #181.

Mid Atlantic Financial Management first reported a position in SHV in Q4 2018 and has held it in 12 quarters since. The position peaked at $8.32M in Q2 2020. 422 funds tracked by Wall St. Rank hold SHV as of Q3 2021.

Mid Atlantic Financial Management held 12,866 shares of iShares 0-1 Year Treasury Bond ETF worth $1.42M as of Q3 2021.
Mid Atlantic Financial Management sold 1,510 iShares 0-1 Year Treasury Bond ETF shares in Q3 2021, an estimated $167K.
iShares 0-1 Year Treasury Bond ETF made up 0.1% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #181 holding.
Mid Atlantic Financial Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares 0-1 Year Treasury Bond ETF position peaked at $8.32M in Q2 2020.
422 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.