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Transform Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Transform Wealth’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
-3,291
Closed -$364K – 232
2020
Q2 		$364K Sell
3,291
-53,406
-94% -$5.92M 0.06% 169
2020
Q1 		$6.29M Buy
+56,697
New +$6.27M 1.34% 14

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 22.96% 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

Transform Wealth's SHV Position: Q3 2020 in Review

Transform Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2020, closing a stake of 3,291 shares — an estimated $364K sold.

Transform Wealth first reported a position in SHV in Q1 2020 and held it in 2 quarters. The position peaked at $6.29M in Q1 2020. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

  • Transform Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Transform Wealth sold 3,291 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $364K.
  • Transform Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Transform Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $6.29M in Q1 2020.
  • 439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Transform Wealth's 13F filing for Q3 2020, filed 21 Oct 2020.