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

Wealth Quarterback’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
2021
Q3 		$39K Sell
353
-8
-2% -$884 0.03% 277
2021
Q2 		$40K Buy
+361
New +$39.9K 0.02% 257
2020
Q2 		– Sell
-1,823
Closed -$202K – 649
2020
Q1 		$202K Sell
1,823
-462,761
-100% -$51.2M 0.19% 100
2019
Q4 		$4.21K Buy
+464,584
New +$51.4M ﹤0.01% 664

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
CRG
Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Quarterback's SHV Position: Q3 2021 in Review

Wealth Quarterback reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.2% in Q3 2021, selling an estimated $884 and leaving 353 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #277.

Wealth Quarterback first reported a position in SHV in Q4 2019 and has held it in 4 quarters since. The position peaked at $202K in Q1 2020. 422 funds tracked by Wall St. Rank hold SHV as of Q3 2021.

  • Wealth Quarterback held 353 shares of iShares 0-1 Year Treasury Bond ETF worth $39K as of Q3 2021.
  • Wealth Quarterback sold 8 iShares 0-1 Year Treasury Bond ETF shares in Q3 2021, an estimated $884.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #277 holding.
  • Wealth Quarterback first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares 0-1 Year Treasury Bond ETF position peaked at $202K in Q1 2020.
  • 422 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.