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Resources Management Corp’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Resources Management Corp’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
Q3 		– Sell
-1,730
Closed -$191K – 505
2021
Q2 		$191K Buy
+1,730
New +$191K 0.03% 253

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Envestnet Asset Management
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PC
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CRG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AssetMark Inc
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Resources Management Corp's SHV Position: Q3 2021 in Review

Resources Management Corp sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2021, closing a stake of 1,730 shares — an estimated $191K sold.

Resources Management Corp first reported a position in SHV in Q2 2021 and held it in 1 quarter. The position peaked at $191K in Q2 2021. 422 funds tracked by Wall St. Rank hold SHV as of Q3 2021.

  • Resources Management Corp reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Resources Management Corp sold 1,730 iShares 0-1 Year Treasury Bond ETF shares in Q3 2021, an estimated $191K.
  • Resources Management Corp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2021 and held it in 1 quarter.
  • Resources Management Corp's iShares 0-1 Year Treasury Bond ETF position peaked at $191K in Q2 2021.
  • 422 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2021.

Based on Resources Management Corp's 13F filing for Q3 2021, filed 12 Nov 2021.