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TrueWealth LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TrueWealth LLC’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
Q2 		$1K Hold
5
– – ﹤0.01% 694
2020
Q1 		$1K Hold
5
– – ﹤0.01% 705
2019
Q4 		$1K Hold
5
– – ﹤0.01% 716
2019
Q3 		$1K Hold
5
– – ﹤0.01% 685
2019
Q2 		$1K Hold
5
– – ﹤0.01% 706
2019
Q1 		$1K Hold
5
– – ﹤0.01% 710
2018
Q4 		$1K Hold
5
– – ﹤0.01% 713
2018
Q3 		$1K Hold
5
– – ﹤0.01% 794
2018
Q2 		$1K Hold
5
– – ﹤0.01% 805
2018
Q1 		$1K Hold
5
– – ﹤0.01% 772
2017
Q4 		$1K Buy
+5
New +$551 ﹤0.01% 884

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 $1.56T AUM 27.86% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TrueWealth LLC's SHV Position: Q2 2020 in Review

TrueWealth LLC held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2020 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

TrueWealth LLC first reported a position in SHV in Q4 2017 and has held it in 11 quarters since. 474 funds tracked by Wall St. Rank hold SHV as of Q2 2020.

  • TrueWealth LLC held 5 shares of iShares 0-1 Year Treasury Bond ETF worth $1K as of Q2 2020.
  • TrueWealth LLC left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2020.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #694 holding.
  • TrueWealth LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2017 and has held it in 11 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.