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Strategic Family Wealth Counselors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Strategic Family Wealth Counselors’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
-2,225
Closed -$246K – 86
2021
Q1 		$246K Buy
+2,225
New +$246K 0.09% 71

Other funds holding SHV

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
CRG
Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Family Wealth Counselors's SHV Position: Q2 2021 in Review

Strategic Family Wealth Counselors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 2,225 shares — an estimated $246K sold.

Strategic Family Wealth Counselors first reported a position in SHV in Q1 2021 and held it in 1 quarter. The position peaked at $246K in Q1 2021. 438 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

  • Strategic Family Wealth Counselors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 2,225 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $246K.
  • Strategic Family Wealth Counselors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's iShares 0-1 Year Treasury Bond ETF position peaked at $246K in Q1 2021.
  • 438 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2021, filed 29 Jul 2021.