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

Prestige Wealth Management Group’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
-1,003
Closed -$111K – 1024
2020
Q3 		$111K Buy
+1,003
New +$111K 0.03% 158

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Prestige Wealth Management Group's SHV Position: Q4 2020 in Review

Prestige Wealth Management Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2020, closing a stake of 1,003 shares — an estimated $111K sold.

Prestige Wealth Management Group first reported a position in SHV in Q3 2020 and held it in 1 quarter. The position peaked at $111K in Q3 2020. 453 funds tracked by Wall St. Rank hold SHV as of Q4 2020.

  • Prestige Wealth Management Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1,003 iShares 0-1 Year Treasury Bond ETF shares in Q4 2020, an estimated $111K.
  • Prestige Wealth Management Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and held it in 1 quarter.
  • Prestige Wealth Management Group's iShares 0-1 Year Treasury Bond ETF position peaked at $111K in Q3 2020.
  • 453 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2020.

Based on Prestige Wealth Management Group's 13F filing for Q4 2020, filed 17 Feb 2021.