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Professional Planning’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Professional Planning’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
Q1 		– Sell
-2,983
Closed -$330K – 140
2020
Q4 		$330K Buy
+2,983
New +$330K 0.13% 94
2020
Q3 		– Sell
-3,499
Closed -$387K – 92
2020
Q2 		$387K Buy
+3,499
New +$388K 0.21% 78

Other funds holding SHV

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return
CRG
Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Professional Planning's SHV Position: Q1 2021 in Review

Professional Planning sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2021, closing a stake of 2,983 shares — an estimated $330K sold.

Professional Planning first reported a position in SHV in Q2 2020 and held it in 2 quarters. The position peaked at $387K in Q2 2020. 457 funds tracked by Wall St. Rank hold SHV as of Q1 2021.

  • Professional Planning reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Professional Planning sold 2,983 iShares 0-1 Year Treasury Bond ETF shares in Q1 2021, an estimated $330K.
  • Professional Planning first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
  • Professional Planning's iShares 0-1 Year Treasury Bond ETF position peaked at $387K in Q2 2020.
  • 457 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2021.

Based on Professional Planning's 13F filing for Q1 2021, filed 14 May 2021.