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

Stearns Financial Services Group’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	$1.3M	Buy	+11,739	New	+$1.3M	0.2%	46

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Stearns Financial Services Group's SHV Position: Q3 2020 in Review

Stearns Financial Services Group opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020: 11,739 shares worth $1.3M. The stake represents 0.2% of the portfolio and ranks #46 among its holdings.

439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

Stearns Financial Services Group held 11,739 shares of iShares 0-1 Year Treasury Bond ETF worth $1.3M as of Q3 2020.
iShares 0-1 Year Treasury Bond ETF was a new Stearns Financial Services Group position in Q3 2020.
iShares 0-1 Year Treasury Bond ETF made up 0.2% of Stearns Financial Services Group's portfolio in Q3 2020, its #46 holding.
439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.