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Stuart Chaussee & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Stuart Chaussee & Associates’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
Q2 		– Sell
-17,269
Closed -$1.91M – 225
2021
Q1 		$1.91M Buy
17,269
+12,987
+303% +$1.44M 0.73% 6
2020
Q4 		$473K Sell
4,282
-2,030
-32% -$225K 0.19% 13
2020
Q3 		$699K Sell
6,312
-600
-9% -$66.4K 0.32% 10
2020
Q2 		$765K Buy
6,912
+5,562
+412% +$616K 0.4% 8
2020
Q1 		$150K Buy
+1,350
New +$149K 0.14% 17

Other funds holding SHV

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stuart Chaussee & Associates's SHV Position: Q2 2021 in Review

Stuart Chaussee & Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 17,269 shares — an estimated $1.91M sold.

Stuart Chaussee & Associates first reported a position in SHV in Q1 2020 and held it in 5 quarters. The position peaked at $1.91M in Q1 2021. 437 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

  • Stuart Chaussee & Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 17,269 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $1.91M.
  • Stuart Chaussee & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 5 quarters.
  • Stuart Chaussee & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $1.91M in Q1 2021.
  • 437 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2021, filed 6 Aug 2021.