Rowland Carmichael Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Rowland Carmichael 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 Q4	$455K	Buy	4,113 +1,199	+41%	+$133K	0.14%	154
2020 Q3	$323K	Sell	2,914 -6,858	-70%	-$759K	0.13%	183
2020 Q2	$1.08M	Sell	9,772 -1,456	-13%	-$161K	0.46%	46
2020 Q1	$1.25M	Buy	11,228 +10,738	+2,191%	+$1.19M	0.63%	27
2019 Q4	$54K	Hold	490	–	–	0.02%	304
2019 Q3	$54K	Hold	490	–	–	0.02%	301
2019 Q2	$54K	Sell	490 -1,419	-74%	-$157K	0.02%	285
2019 Q1	$211K	Hold	1,909	–	–	0.08%	246
2018 Q4	$211K	Buy	+1,909	New	+$211K	0.09%	214
2018 Q3	–	Sell	-1,458	Closed	-$161K	–	363
2018 Q2	$161K	Sell	1,458 -164	-10%	-$18.1K	0.07%	278
2018 Q1	$179K	Buy	1,622 +826	+104%	+$91.1K	0.1%	247
2017 Q4	$88K	Hold	796	–	–	0.05%	274
2017 Q3	$88K	Sell	796 -1,181	-60%	-$130K	0.05%	249
2017 Q2	$218K	Buy	1,977 +204	+12%	+$22.5K	0.13%	205
2017 Q1	$196K	Hold	1,773	–	–	0.12%	218
2016 Q4	$196K	Buy	+1,773	New	+$196K	0.12%	224

Other funds holding SHV

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rowland Carmichael Advisors's SHV Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 41% in Q4 2020, buying an estimated $133K and bringing the position to 4,113 shares worth $455K. The position accounts for 0.14% of the portfolio, ranked #154.

Rowland Carmichael Advisors first reported a position in SHV in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.25M in Q1 2020. 452 funds tracked by Wall St. Rank hold SHV as of Q4 2020.

Rowland Carmichael Advisors held 4,113 shares of iShares 0-1 Year Treasury Bond ETF worth $455K as of Q4 2020.
Rowland Carmichael Advisors bought 1,199 iShares 0-1 Year Treasury Bond ETF shares in Q4 2020, an estimated $133K.
iShares 0-1 Year Treasury Bond ETF made up 0.14% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #154 holding.
Rowland Carmichael Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and has held it in 16 quarters since.
Rowland Carmichael Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.25M in Q1 2020.
452 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.