BFG
SHV icon

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

Barber Financial Group’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
-4,350
Closed -$480K – 175
2022
Q1 		$480K Buy
4,350
+8
+0.2% +$882 0.06% 80
2021
Q4 		$479K Buy
4,342
+611
+16% +$67.5K 0.06% 90
2021
Q3 		$412K Buy
+3,731
New +$412K 0.05% 102
2020
Q1 		– Sell
-7,639
Closed -$844K – 154
2019
Q4 		$844K Buy
7,639
+695
+10% +$76.8K 0.17% 68
2019
Q3 		$768K Buy
+6,944
New +$768K 0.16% 70

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Barber Financial Group's SHV Position: Q2 2022 in Review

Barber Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 4,350 shares — an estimated $480K sold.

Barber Financial Group first reported a position in SHV in Q3 2019 and held it in 5 quarters. The position peaked at $844K in Q4 2019. 526 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

  • Barber Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Barber Financial Group sold 4,350 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $480K.
  • Barber Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 5 quarters.
  • Barber Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $844K in Q4 2019.
  • 526 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.