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

WealthStone’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
Q1 		– Sell
-11,540
Closed -$1.27M – 37
2019
Q4 		$1.27M Sell
11,540
-76,801
-87% -$8.49M 0.75% 15
2019
Q3 		$9.77M Buy
+88,341
New +$9.77M 5.19% 6
2019
Q2 		– Hold
0
– – – 11

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

WealthStone's SHV Position: Q1 2020 in Review

WealthStone sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 11,540 shares — an estimated $1.27M sold.

WealthStone first reported a position in SHV in Q3 2019 and held it in 2 quarters. The position peaked at $9.77M in Q3 2019. 445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

  • WealthStone reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • WealthStone sold 11,540 iShares 0-1 Year Treasury Bond ETF shares in Q1 2020, an estimated $1.27M.
  • WealthStone first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 2 quarters.
  • WealthStone's iShares 0-1 Year Treasury Bond ETF position peaked at $9.77M in Q3 2019.
  • 445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on WealthStone's 13F filing for Q1 2020, filed 29 Apr 2020.