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

Strategic Wealth Partners 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 		– Sell
-2,355
Closed -$261K – 60
2020
Q2 		$261K Buy
+2,355
New +$261K 0.07% 53

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Strategic Wealth Partners Group's SHV Position: Q3 2020 in Review

Strategic Wealth Partners Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 2,355 shares — an estimated $261K sold.

Strategic Wealth Partners Group first reported a position in SHV in Q2 2020 and held it in 1 quarter. The position peaked at $261K in Q2 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Strategic Wealth Partners Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 2,355 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $261K.
  • Strategic Wealth Partners Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 1 quarter.
  • Strategic Wealth Partners Group's iShares 0-1 Year Treasury Bond ETF position peaked at $261K 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 Wealth Partners Group's 13F filing for Q3 2020, filed 13 Nov 2020.