PWP
SHV icon

Personal Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Personal Wealth Partners’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
2019
Q3 		– Sell
-754
Closed -$43K – 666
2019
Q2 		$43K Buy
+754
New +$83.3K 0.02% 136

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Personal Wealth Partners's SHV Position: Q3 2019 in Review

Personal Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2019, closing a stake of 754 shares — an estimated $43K sold.

Personal Wealth Partners first reported a position in SHV in Q2 2019 and held it in 1 quarter. The position peaked at $43K in Q2 2019. 344 funds tracked by Wall St. Rank hold SHV as of Q3 2019.

  • Personal Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Personal Wealth Partners sold 754 iShares 0-1 Year Treasury Bond ETF shares in Q3 2019, an estimated $43K.
  • Personal Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 1 quarter.
  • Personal Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $43K in Q2 2019.
  • 344 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2019.

Based on Personal Wealth Partners's 13F filing for Q3 2019, filed 22 Oct 2019.