WU
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Wealthsimple US’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wealthsimple US’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 		– Sell
-12,047
Closed -$1.34M – 34
2020
Q1 		$1.34M Buy
+12,047
New +$1.33M 1.17% 16

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthsimple US's SHV Position: Q2 2020 in Review

Wealthsimple US sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2020, closing a stake of 12,047 shares — an estimated $1.34M sold.

Wealthsimple US first reported a position in SHV in Q1 2020 and held it in 1 quarter. The position peaked at $1.34M in Q1 2020. 474 funds tracked by Wall St. Rank hold SHV as of Q2 2020.

  • Wealthsimple US reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Wealthsimple US sold 12,047 iShares 0-1 Year Treasury Bond ETF shares in Q2 2020, an estimated $1.34M.
  • Wealthsimple US first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Wealthsimple US's iShares 0-1 Year Treasury Bond ETF position peaked at $1.34M in Q1 2020.
  • 474 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2020.

Based on Wealthsimple US's 13F filing for Q2 2020, filed 8 Jul 2020.