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

Moulton 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
2020
Q4 		– Sell
-140,129
Closed -$15.5M – 25
2020
Q3 		$15.5M Sell
140,129
-446
-0.3% -$49.4K 16.99% 2
2020
Q2 		$15.6M Buy
140,575
+751
+0.5% +$83.2K 19.65% 2
2020
Q1 		$15.5M Buy
+139,824
New +$15.5M 25.37% 2

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Moulton Wealth Management's SHV Position: Q4 2020 in Review

Moulton Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2020, closing a stake of 140,129 shares — an estimated $15.5M sold.

Moulton Wealth Management first reported a position in SHV in Q1 2020 and held it in 3 quarters. The position peaked at $15.6M in Q2 2020. 453 funds tracked by Wall St. Rank hold SHV as of Q4 2020.

  • Moulton Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Moulton Wealth Management sold 140,129 iShares 0-1 Year Treasury Bond ETF shares in Q4 2020, an estimated $15.5M.
  • Moulton Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 3 quarters.
  • Moulton Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $15.6M in Q2 2020.
  • 453 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2020.

Based on Moulton Wealth Management's 13F filing for Q4 2020, filed 12 Jan 2021.