WPSG
SHV icon

Wealth & Pension Services Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wealth & Pension Services Group’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
2019
Q3 		$1.19M Hold
10,757
– – 0.86% 34
2019
Q2 		$1.19M Hold
10,757
– – 0.87% 34
2019
Q1 		$1.19M Buy
10,757
+1,694
+19% +$187K 0.93% 31
2018
Q4 		$1M Buy
+9,063
New +$1M 0.9% 38

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Wealth & Pension Services Group's SHV Position: Q3 2019 in Review

Wealth & Pension Services Group held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2019 at 10,757 shares worth $1.19M. The position accounts for 0.86% of the portfolio, ranked #34.

Wealth & Pension Services Group first reported a position in SHV in Q4 2018 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold SHV as of Q3 2019.

  • Wealth & Pension Services Group held 10,757 shares of iShares 0-1 Year Treasury Bond ETF worth $1.19M as of Q3 2019.
  • Wealth & Pension Services Group left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2019.
  • iShares 0-1 Year Treasury Bond ETF made up 0.86% of Wealth & Pension Services Group's portfolio in Q3 2019, its #34 holding.
  • Wealth & Pension Services Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.