SI
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SimpliFi Inc’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

SimpliFi Inc’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 		– Sell
-142,688
Closed -$15.8M – 26
2020
Q3 		$15.8M Buy
142,688
+4,401
+3% +$487K 7.87% 7
2020
Q2 		$15.3M Buy
138,287
+10,451
+8% +$1.16M 8.03% 7
2020
Q1 		$14.2M Sell
127,836
-1,546
-1% -$171K 8.88% 5
2019
Q4 		$14.3M Buy
129,382
+1,048
+0.8% +$116K 8.13% 6
2019
Q3 		$14.2M Sell
128,334
-78,352
-38% -$8.66M 8.42% 6
2019
Q2 		$22.9M Buy
206,686
+8,383
+4% +$926K 13.68% 3
2019
Q1 		$21.9M Buy
198,303
+25,350
+15% +$2.8M 13.84% 3
2018
Q4 		$19.1M Buy
172,953
+12,874
+8% +$1.42M 13.8% 3
2018
Q3 		$17.7M Buy
+160,079
New +$17.7M 12.3% 4

Other funds holding SHV

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 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

SimpliFi Inc's SHV Position: Q4 2020 in Review

SimpliFi Inc sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2020, closing a stake of 142,688 shares — an estimated $15.8M sold.

SimpliFi Inc first reported a position in SHV in Q3 2018 and held it in 9 quarters. The position peaked at $22.9M in Q2 2019. 453 funds tracked by Wall St. Rank hold SHV as of Q4 2020.

  • SimpliFi Inc reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • SimpliFi Inc sold 142,688 iShares 0-1 Year Treasury Bond ETF shares in Q4 2020, an estimated $15.8M.
  • SimpliFi Inc first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 9 quarters.
  • SimpliFi Inc's iShares 0-1 Year Treasury Bond ETF position peaked at $22.9M in Q2 2019.
  • 453 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2020.

Based on SimpliFi Inc's 13F filing for Q4 2020, filed 28 Jan 2021.