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Strategic Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Strategic Investment Advisors’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
-27,982
Closed -$3.1M – 187
2020
Q2 		$3.1M Buy
27,982
+24,083
+618% +$2.67M 1.17% 24
2020
Q1 		$433K Buy
3,899
+159
+4% +$17.6K 0.2% 88
2019
Q4 		$413K Buy
3,740
+1,314
+54% +$145K 0.17% 98
2019
Q3 		$268K Sell
2,426
-172
-7% -$19K 0.13% 124
2019
Q2 		$287K Buy
+2,598
New +$287K 0.16% 103

Other funds holding SHV

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

Strategic Investment Advisors's SHV Position: Q3 2020 in Review

Strategic Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 27,982 shares — an estimated $3.1M sold.

Strategic Investment Advisors first reported a position in SHV in Q2 2019 and held it in 5 quarters. The position peaked at $3.1M in Q2 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Strategic Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Strategic Investment Advisors sold 27,982 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $3.1M.
  • Strategic Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 5 quarters.
  • Strategic Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $3.1M in Q2 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Strategic Investment Advisors's 13F filing for Q3 2020, filed 14 Oct 2020.