WIP
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Wellesley Investment Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wellesley Investment Partners’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
-2,021
Closed -$223K – 120
2019
Q4 		$223K Sell
2,021
-526
-21% -$58.1K 0.07% 109
2019
Q3 		$282K Sell
2,547
-1,551
-38% -$171K 0.09% 90
2019
Q2 		$453K Sell
4,098
-2,197
-35% -$243K 0.16% 72
2019
Q1 		$696K Sell
6,295
-84,753
-93% -$9.36M 0.24% 66
2018
Q4 		$10M Buy
91,048
+6,634
+8% +$732K 3.57% 10
2018
Q3 		$9.32M Buy
84,414
+35,063
+71% +$3.87M 3.04% 10
2018
Q2 		$5.45M Buy
49,351
+1,044
+2% +$115K 1.89% 14
2018
Q1 		$5.33M Buy
48,307
+6,050
+14% +$667K 1.92% 14
2017
Q4 		$4.66M Buy
42,257
+4,330
+11% +$478K 1.76% 14
2017
Q3 		$4.19M Buy
37,927
+1,865
+5% +$206K 1.72% 16
2017
Q2 		$3.98M Buy
36,062
+1,448
+4% +$160K 1.67% 16
2017
Q1 		$3.82M Buy
+34,614
New +$3.82M 1.69% 17

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Wellesley Investment Partners's SHV Position: Q1 2020 in Review

Wellesley Investment Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 2,021 shares — an estimated $223K sold.

Wellesley Investment Partners first reported a position in SHV in Q1 2017 and held it in 12 quarters. The position peaked at $10M in Q4 2018. 445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

  • Wellesley Investment Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Wellesley Investment Partners sold 2,021 iShares 0-1 Year Treasury Bond ETF shares in Q1 2020, an estimated $223K.
  • Wellesley Investment Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2017 and held it in 12 quarters.
  • Wellesley Investment Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $10M in Q4 2018.
  • 445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on Wellesley Investment Partners's 13F filing for Q1 2020, filed 11 May 2020.