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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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Stratford Consulting's SHV Position: Q1 2020 in Review

Stratford Consulting sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 140 shares — an estimated $15K sold.

Stratford Consulting first reported a position in SHV in Q2 2018 and held it in 6 quarters. The position peaked at $1.17M in Q2 2018. 445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

  • Stratford Consulting reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Stratford Consulting sold 140 iShares 0-1 Year Treasury Bond ETF shares in Q1 2020, an estimated $15K.
  • Stratford Consulting first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 6 quarters.
  • Stratford Consulting's iShares 0-1 Year Treasury Bond ETF position peaked at $1.17M in Q2 2018.
  • 445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.