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

Reliant Wealth 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
2022
Q2 		– Sell
-159,554
Closed -$17.6M – 16
2022
Q1 		$17.6M Buy
+159,554
New +$17.6M 8.7% 5

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Reliant Wealth Planning's SHV Position: Q2 2022 in Review

Reliant Wealth Planning sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 159,554 shares — an estimated $17.6M sold.

Reliant Wealth Planning first reported a position in SHV in Q1 2022 and held it in 1 quarter. The position peaked at $17.6M in Q1 2022. 526 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

  • Reliant Wealth Planning reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Reliant Wealth Planning sold 159,554 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $17.6M.
  • Reliant Wealth Planning first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Reliant Wealth Planning's iShares 0-1 Year Treasury Bond ETF position peaked at $17.6M in Q1 2022.
  • 526 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Reliant Wealth Planning's 13F filing for Q2 2022, filed 2 Aug 2022.