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

Beaumont Financial Advisors’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 Q3	–	Sell	-27,145	Closed	-$3M	–	349
2023 Q2	$3M	Hold	27,145	–	–	0.28%	62
2023 Q1	$3M	Buy	+27,145	New	+$2.99M	0.3%	48
2022 Q3	–	Sell	-44,282	Closed	-$4.88M	–	321
2022 Q2	$4.88M	Buy	+44,282	New	+$4.88M	0.44%	47
2021 Q3	–	Sell	-2,279	Closed	-$252K	–	381
2021 Q2	$252K	Buy	+2,279	New	+$252K	0.02%	325
2020 Q4	–	Sell	-46,200	Closed	-$5.11M	–	353
2020 Q3	$5.11M	Buy	+46,200	New	+$5.12M	0.49%	62
2020 Q2	–	Sell	-3,888	Closed	-$431K	–	288
2020 Q1	$431K	Buy	+3,888	New	+$430K	0.05%	156
2019 Q1	–	Sell	-14,015	Closed	-$1.55M	–	243
2018 Q4	$1.55M	Buy	+14,015	New	+$1.55M	0.25%	65
2018 Q3	–	Sell	-5,690	Closed	-$628K	–	243
2018 Q2	$628K	Buy	+5,690	New	+$628K	0.07%	118
2016 Q1	–	Sell	-57,987	Closed	-$6.39M	–	147
2015 Q4	$6.39M	Buy	57,987 +54,405	+1,519%	+$6M	1.05%	39
2015 Q3	$395K	Hold	3,582	–	–	0.06%	98
2015 Q2	$395K	Buy	+3,582	New	+$395K	0.06%	98
2014 Q2	–	Sell	-15,602	Closed	-$1.72M	–	163
2014 Q1	$1.72M	Sell	15,602 -21,809	-58%	-$2.4M	0.14%	84
2013 Q4	$4.13M	Buy	37,411 +6,092	+19%	+$672K	0.34%	69
2013 Q3	$3.45M	Buy	+31,319	New	+$3.45M	0.31%	73

Other funds holding SHV

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

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

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

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaumont Financial Advisors's SHV Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2023, closing a stake of 27,145 shares — an estimated $3M sold.

Beaumont Financial Advisors first reported a position in SHV in Q3 2013 and held it in 14 quarters. The position peaked at $6.39M in Q4 2015. 650 funds tracked by Wall St. Rank hold SHV as of Q3 2023.

Beaumont Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 27,145 iShares 0-1 Year Treasury Bond ETF shares in Q3 2023, an estimated $3M.
Beaumont Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2013 and held it in 14 quarters.
Beaumont Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $6.39M in Q4 2015.
650 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.