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Telemus Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Telemus Capital’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
-4,500
Closed -$498K – 439
2020
Q2 		$498K Sell
4,500
-796
-15% -$88.2K 0.04% 275
2020
Q1 		$587K Buy
5,296
+796
+18% +$88.1K 0.05% 230
2019
Q4 		$497K Buy
+4,500
New +$497K 0.04% 248

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Telemus Capital's SHV Position: Q3 2020 in Review

Telemus Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 4,500 shares — an estimated $498K sold.

Telemus Capital first reported a position in SHV in Q4 2019 and held it in 3 quarters. The position peaked at $587K in Q1 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Telemus Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Telemus Capital sold 4,500 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $498K.
  • Telemus Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 3 quarters.
  • Telemus Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $587K in Q1 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Telemus Capital's 13F filing for Q3 2020, filed 2 Nov 2020.