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Stratford Consulting’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Stratford Consulting’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
Q1 		– Sell
-140
Closed -$15K – 98
2019
Q4 		$15K Sell
140
-4,599
-97% -$508K ﹤0.01% 75
2019
Q3 		$524K Buy
+4,739
New +$524K 0.18% 32
2019
Q2 		– Sell
-9,851
Closed -$1.09M – 58
2019
Q1 		$1.09M Buy
9,851
+2,555
+35% +$282K 0.39% 24
2018
Q4 		$805K Sell
7,296
-1,537
-17% -$170K 0.32% 26
2018
Q3 		$975K Sell
8,833
-1,767
-17% -$195K 0.35% 25
2018
Q2 		$1.17M Buy
+10,600
New +$1.17M 0.44% 24

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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return