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Shine Investment Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Shine Investment Advisory Services’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
Q3 		– Sell
-75
Closed -$8K – 762
2020
Q2 		$8K Hold
75
– – ﹤0.01% 584
2020
Q1 		$8K Hold
75
– – ﹤0.01% 549
2019
Q4 		$8K Hold
75
– – ﹤0.01% 622
2019
Q3 		$8K Buy
+75
New +$8.29K ﹤0.01% 599

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BlackRock
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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Shine Investment Advisory Services's SHV Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 75 shares — an estimated $8K sold.

Shine Investment Advisory Services first reported a position in SHV in Q3 2019 and held it in 4 quarters. The position peaked at $8K in Q2 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Shine Investment Advisory Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 75 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $8K.
  • Shine Investment Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 4 quarters.
  • Shine Investment Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $8K in Q2 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.