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Beacon Capital Management LLC (Tennessee)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q1 		– Sell
-45
Closed -$4.95K – 1004
2022
Q4 		$4.95K Sell
45
-13
-22% -$1.43K ﹤0.01% 643
2022
Q3 		$6K Hold
58
– – ﹤0.01% 569
2022
Q2 		$6K Hold
58
– – ﹤0.01% 621
2022
Q1 		$6K Buy
+58
New +$6.4K ﹤0.01% 621

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Beacon Capital Management LLC (Tennessee)'s SHV Position: Q1 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 45 shares — an estimated $4.95K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SHV in Q1 2022 and held it in 4 quarters. The position peaked at $6K in Q3 2022. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 45 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $4.95K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares 0-1 Year Treasury Bond ETF position peaked at $6K in Q3 2022.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2023, filed 20 Apr 2023.