Richard Bernstein Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Richard Bernstein Advisors’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 Q2	–	Sell	-3,575	Closed	-$396K	–	272
2020 Q1	$396K	Sell	3,575 -156	-4%	-$17.3K	0.01%	188
2019 Q4	$412K	Buy	3,731 +3,721	+37,210%	+$411K	0.01%	216
2019 Q3	$1K	Sell	10 -26	-72%	-$2.87K	﹤0.01%	221
2019 Q2	$3K	Buy	36 +26	+260%	+$2.87K	﹤0.01%	218
2019 Q1	$1K	Sell	10 -1,887	-99%	-$208K	﹤0.01%	251
2018 Q4	$209K	Buy	1,897 +1,887	+18,870%	+$208K	0.01%	318
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	345
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	330
2018 Q1	$1K	Sell	10 -7,902	-100%	-$871K	﹤0.01%	316
2017 Q4	$872K	Buy	7,912 +7,902	+79,020%	+$872K	0.04%	190
2017 Q3	$1K	Buy	+10	New	+$1.1K	﹤0.01%	207
2017 Q1	–	Sell	-425	Closed	-$47K	–	222
2016 Q4	$47K	Buy	+425	New	+$46.9K	﹤0.01%	203

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Richard Bernstein Advisors's SHV Position: Q2 2020 in Review

Richard Bernstein Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2020, closing a stake of 3,575 shares — an estimated $396K sold.

Richard Bernstein Advisors first reported a position in SHV in Q4 2016 and held it in 12 quarters. The position peaked at $872K in Q4 2017. 474 funds tracked by Wall St. Rank hold SHV as of Q2 2020.

Richard Bernstein Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Richard Bernstein Advisors sold 3,575 iShares 0-1 Year Treasury Bond ETF shares in Q2 2020, an estimated $396K.
Richard Bernstein Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and held it in 12 quarters.
Richard Bernstein Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $872K in Q4 2017.
474 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2020.

Based on Richard Bernstein Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.