RWA Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

RWA Wealth Partners’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 Q2	–	Sell	-7,123	Closed	-$787K	–	252
2021 Q1	$787K	Buy	+7,123	New	+$787K	0.06%	139
2018 Q3	–	Sell	-251	Closed	-$28K	–	617
2018 Q2	$28K	Buy	+251	New	+$27.7K	﹤0.01%	494

Other funds holding SHV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

CRG

Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RWA Wealth Partners's SHV Position: Q2 2021 in Review

RWA Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 7,123 shares — an estimated $787K sold.

RWA Wealth Partners first reported a position in SHV in Q2 2018 and held it in 2 quarters. The position peaked at $787K in Q1 2021. 438 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

RWA Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
RWA Wealth Partners sold 7,123 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $787K.
RWA Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 2 quarters.
RWA Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $787K in Q1 2021.
438 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on RWA Wealth Partners's 13F filing for Q2 2021, filed 9 Jul 2021.