MWM
SHV icon

Minot Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Minot Wealth 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
Q1 		– Sell
-2,396
Closed -$265K – 208
2020
Q4 		$265K Sell
2,396
-1,502
-39% -$166K 0.08% 131
2020
Q3 		$432K Sell
3,898
-514
-12% -$56.9K 0.16% 96
2020
Q2 		$489K Buy
4,412
+226
+5% +$25K 0.24% 84
2020
Q1 		$465K Buy
4,186
+1,042
+33% +$115K 0.33% 75
2019
Q4 		$348K Buy
+3,144
New +$348K 0.16% 100

Other funds holding SHV

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Minot Wealth Management's SHV Position: Q1 2021 in Review

Minot Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2021, closing a stake of 2,396 shares — an estimated $265K sold.

Minot Wealth Management first reported a position in SHV in Q4 2019 and held it in 5 quarters. The position peaked at $489K in Q2 2020. 457 funds tracked by Wall St. Rank hold SHV as of Q1 2021.

  • Minot Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Minot Wealth Management sold 2,396 iShares 0-1 Year Treasury Bond ETF shares in Q1 2021, an estimated $265K.
  • Minot Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
  • Minot Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $489K in Q2 2020.
  • 457 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2021.

Based on Minot Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.