RC
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RegentAtlantic Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

RegentAtlantic Capital’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
-2,520
Closed -$279K – 510
2020
Q2 		$279K Buy
2,520
+97
+4% +$10.7K 0.02% 399
2020
Q1 		$269K Buy
+2,423
New +$268K 0.02% 346

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BlackRock
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Bank of America
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Wells Fargo
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Ameriprise
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PC
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RegentAtlantic Capital's SHV Position: Q3 2020 in Review

RegentAtlantic Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 2,520 shares — an estimated $279K sold.

RegentAtlantic Capital first reported a position in SHV in Q1 2020 and held it in 2 quarters. The position peaked at $279K in Q2 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • RegentAtlantic Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • RegentAtlantic Capital sold 2,520 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $279K.
  • RegentAtlantic Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • RegentAtlantic Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $279K in Q2 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on RegentAtlantic Capital's 13F filing for Q3 2020, filed 13 Oct 2020.