Acorn Financial Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Acorn Financial Advisory Services’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
2023 Q4	–	Sell	-2,585	Closed	-$286K	–	252
2023 Q3	$286K	Buy	+2,585	New	+$285K	0.05%	195
2022 Q4	–	Sell	-2,851	Closed	-$314K	–	224
2022 Q3	$314K	Buy	2,851 +326	+13%	+$35.9K	0.07%	167
2022 Q2	$278K	Buy	2,525 +37	+1%	+$4.08K	0.07%	168
2022 Q1	$275K	Hold	2,488	–	–	0.06%	192
2021 Q4	$275K	Hold	2,488	–	–	0.06%	186
2021 Q3	$275K	Hold	2,488	–	–	0.09%	183
2021 Q2	$275K	Buy	+2,488	New	+$275K	0.08%	204
2021 Q1	–	Sell	-2,488	Closed	-$275K	–	221
2020 Q4	$275K	Hold	2,488	–	–	0.11%	183
2020 Q3	$276K	Hold	2,488	–	–	0.14%	169
2020 Q2	$276K	Buy	2,488 +450	+22%	+$49.9K	0.19%	156
2020 Q1	$226K	Hold	2,038	–	–	0.22%	139
2019 Q4	$225K	Buy	+2,038	New	+$225K	0.19%	151

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Acorn Financial Advisory Services's SHV Position: Q4 2023 in Review

Acorn Financial Advisory Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 2,585 shares — an estimated $286K sold.

Acorn Financial Advisory Services first reported a position in SHV in Q4 2019 and held it in 12 quarters. The position peaked at $314K in Q3 2022. 697 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

Acorn Financial Advisory Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Acorn Financial Advisory Services sold 2,585 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $286K.
Acorn Financial Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 12 quarters.
Acorn Financial Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $314K in Q3 2022.
697 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2023, filed 17 Jan 2024.