Willingdon Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Willingdon Wealth Management’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	$5.55M	Buy	+50,001	New	+$5.53M	1.4%	25

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Willingdon Wealth Management's SHV Position: Q1 2020 in Review

Willingdon Wealth Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020: 50,001 shares worth $5.55M. The stake represents 1.4% of the portfolio and ranks #25 among its holdings.

445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

Willingdon Wealth Management held 50,001 shares of iShares 0-1 Year Treasury Bond ETF worth $5.55M as of Q1 2020.
iShares 0-1 Year Treasury Bond ETF was a new Willingdon Wealth Management position in Q1 2020.
iShares 0-1 Year Treasury Bond ETF made up 1.4% of Willingdon Wealth Management's portfolio in Q1 2020, its #25 holding.
445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.