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

Arrow Financial’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
2022
Q2 		– Sell
-200
Closed -$22K – 370
2022
Q1 		$22K Buy
+200
New +$22.1K ﹤0.01% 264

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Arrow Financial's SHV Position: Q2 2022 in Review

Arrow Financial sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 200 shares — an estimated $22K sold.

Arrow Financial first reported a position in SHV in Q1 2022 and held it in 1 quarter. The position peaked at $22K in Q1 2022. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

  • Arrow Financial reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Arrow Financial sold 200 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $22K.
  • Arrow Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Arrow Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $22K in Q1 2022.
  • 527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Arrow Financial's 13F filing for Q2 2022, filed 25 Jul 2022.