MUFG Americas’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

MUFG Americas’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	-701	Closed	-$77K	–	705
2021 Q1	$77K	Hold	701	–	–	﹤0.01%	471
2020 Q4	$77K	Hold	701	–	–	﹤0.01%	469
2020 Q3	$78K	Hold	701	–	–	﹤0.01%	448
2020 Q2	$71K	Hold	701	–	–	﹤0.01%	457
2020 Q1	$78K	Hold	701	–	–	﹤0.01%	447
2019 Q4	$77K	Hold	701	–	–	﹤0.01%	487
2019 Q3	$78K	Buy	+701	New	+$77.5K	﹤0.01%	480
2016 Q2	–	Sell	-572	Closed	-$63K	–	1187
2016 Q1	$63K	Sell	572 -8	-1%	-$882	﹤0.01%	560
2015 Q4	$64K	Hold	580	–	–	﹤0.01%	550
2015 Q3	$64K	Sell	580 -30	-5%	-$3.31K	﹤0.01%	575
2015 Q2	$67K	Hold	610	–	–	﹤0.01%	572
2015 Q1	$67K	Sell	610 -7,450	-92%	-$821K	﹤0.01%	613
2014 Q4	$889K	Sell	8,060 -50	-0.6%	-$5.51K	0.03%	305
2014 Q3	$894K	Buy	8,110 +610	+8%	+$67.3K	0.03%	300
2014 Q2	$827K	Sell	7,500 -100	-1%	-$11K	0.03%	321
2014 Q1	$838K	Sell	7,600 -37	-0.5%	-$4.08K	0.03%	311
2013 Q4	$842K	Hold	7,637	–	–	0.03%	306
2013 Q3	$842K	Buy	7,637 +7,600	+20,541%	+$838K	0.03%	313
2013 Q2	$4K	Buy	+37	New	+$4.08K	﹤0.01%	1493

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

MUFG Americas's SHV Position: Q2 2021 in Review

MUFG Americas sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 701 shares — an estimated $77K sold.

MUFG Americas first reported a position in SHV in Q2 2013 and held it in 19 quarters. The position peaked at $894K in Q3 2014. 438 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

MUFG Americas reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
MUFG Americas sold 701 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $77K.
MUFG Americas first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and held it in 19 quarters.
MUFG Americas's iShares 0-1 Year Treasury Bond ETF position peaked at $894K in Q3 2014.
438 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on MUFG Americas's 13F filing for Q2 2021, filed 6 Aug 2021.