RWP
SHV icon

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

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BlackRock
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JP Morgan Chase
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return
CRG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return