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

Strategic 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
2021
Q1 		– Sell
-5,438
Closed -$601K – 140
2020
Q4 		$601K Buy
+5,438
New +$602K 0.05% 91
2018
Q1 		– Sell
-9,050
Closed -$998K – 120
2017
Q4 		$998K Hold
9,050
– – 0.16% 94
2017
Q3 		$999K Buy
+9,050
New +$999K 0.17% 96

Other funds holding SHV

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategic Financial Services's SHV Position: Q1 2021 in Review

Strategic Financial Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2021, closing a stake of 5,438 shares — an estimated $601K sold.

Strategic Financial Services first reported a position in SHV in Q3 2017 and held it in 3 quarters. The position peaked at $999K in Q3 2017. 457 funds tracked by Wall St. Rank hold SHV as of Q1 2021.

  • Strategic Financial Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Strategic Financial Services sold 5,438 iShares 0-1 Year Treasury Bond ETF shares in Q1 2021, an estimated $601K.
  • Strategic Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2017 and held it in 3 quarters.
  • Strategic Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $999K in Q3 2017.
  • 457 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2021.

Based on Strategic Financial Services's 13F filing for Q1 2021, filed 6 May 2021.