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Squar Milner Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Squar Milner Financial 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
-13,739
Closed -$1.52M – 159
2020
Q2 		$1.52M Sell
13,739
-5,237
-28% -$580K 0.86% 19
2020
Q1 		$2.11M Buy
+18,976
New +$2.1M 1.27% 11

Other funds holding SHV

MFRM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Squar Milner Financial Services's SHV Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 13,739 shares — an estimated $1.52M sold.

Squar Milner Financial Services first reported a position in SHV in Q1 2020 and held it in 2 quarters. The position peaked at $2.11M in Q1 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Squar Milner Financial Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 13,739 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $1.52M.
  • Squar Milner Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Squar Milner Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $2.11M in Q1 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.