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

Red Door 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
Q3 		– Sell
-300
Closed -$33K – 354
2020
Q2 		$33K Buy
300
+150
+100% +$16.6K 0.02% 213
2020
Q1 		$16K Buy
+150
New +$16.6K 0.02% 248

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Bank of America
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Ameriprise
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PC
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Red Door Wealth Management's SHV Position: Q3 2020 in Review

Red Door Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 300 shares — an estimated $33K sold.

Red Door Wealth Management first reported a position in SHV in Q1 2020 and held it in 2 quarters. The position peaked at $33K in Q2 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Red Door Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Red Door Wealth Management sold 300 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $33K.
  • Red Door Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Red Door Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $33K in Q2 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Red Door Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.