Monument Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Monument Capital 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
2020 Q2	–	Sell	-14,584	Closed	-$1.62M	–	85
2020 Q1	$1.62M	Buy	14,584 +1,705	+13%	+$189K	1.16%	47
2019 Q4	$1.42M	Buy	12,879 +1,434	+13%	+$159K	0.73%	60
2019 Q3	$1.27M	Buy	11,445 +246	+2%	+$27.2K	0.69%	62
2019 Q2	$1.24M	Buy	11,199 +3,866	+53%	+$427K	0.67%	63
2019 Q1	$811K	Buy	7,333 +1,770	+32%	+$195K	0.46%	69
2018 Q4	$614K	Buy	5,563 +2,497	+81%	+$276K	0.38%	72
2018 Q3	$339K	Buy	+3,066	New	+$338K	0.19%	74

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Monument Capital Management's SHV Position: Q2 2020 in Review

Monument Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2020, closing a stake of 14,584 shares — an estimated $1.62M sold.

Monument Capital Management first reported a position in SHV in Q3 2018 and held it in 7 quarters. The position peaked at $1.62M in Q1 2020. 474 funds tracked by Wall St. Rank hold SHV as of Q2 2020.

Monument Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Monument Capital Management sold 14,584 iShares 0-1 Year Treasury Bond ETF shares in Q2 2020, an estimated $1.62M.
Monument Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 7 quarters.
Monument Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.62M in Q1 2020.
474 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2020.

Based on Monument Capital Management's 13F filing for Q2 2020, filed 16 Jul 2020.