SS
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Sunbelt Securities’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sunbelt Securities’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
-10,398
Closed -$1.15M – 607
2019
Q4 		$1.15M Sell
10,398
-292
-3% -$32.3K 0.12% 181
2019
Q3 		$1.18M Sell
10,690
-11,862
-53% -$1.31M 0.13% 160
2019
Q2 		$2.5M Sell
22,552
-898
-4% -$99.2K 1.09% 24
2019
Q1 		$2.59M Buy
23,450
+257
+1% +$28.4K 1.3% 18
2018
Q4 		$2.56M Buy
+23,193
New +$2.56M 1.49% 12

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

Sunbelt Securities's SHV Position: Q1 2020 in Review

Sunbelt Securities sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 10,398 shares — an estimated $1.15M sold.

Sunbelt Securities first reported a position in SHV in Q4 2018 and held it in 5 quarters. The position peaked at $2.59M in Q1 2019. 445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

  • Sunbelt Securities reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 10,398 iShares 0-1 Year Treasury Bond ETF shares in Q1 2020, an estimated $1.15M.
  • Sunbelt Securities first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 5 quarters.
  • Sunbelt Securities's iShares 0-1 Year Treasury Bond ETF position peaked at $2.59M in Q1 2019.
  • 445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.