BBA
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Braun-Bostich & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Braun-Bostich & Associates’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
Q3 		– Sell
-1,998
Closed -$220K – 64
2022
Q2 		$220K Sell
1,998
-10,952
-85% -$1.21M 0.57% 61
2022
Q1 		$1.43M Buy
+12,950
New +$1.43M 3.07% 8
2021
Q4 		– Sell
-18,968
Closed -$2.1M – 143
2021
Q3 		$2.1M Buy
+18,968
New +$2.1M 3.95% 7

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Braun-Bostich & Associates's SHV Position: Q3 2022 in Review

Braun-Bostich & Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 1,998 shares — an estimated $220K sold.

Braun-Bostich & Associates first reported a position in SHV in Q3 2021 and held it in 3 quarters. The position peaked at $2.1M in Q3 2021. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Braun-Bostich & Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 1,998 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $220K.
  • Braun-Bostich & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2021 and held it in 3 quarters.
  • Braun-Bostich & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $2.1M in Q3 2021.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Braun-Bostich & Associates's 13F filing for Q3 2022, filed 14 Nov 2022.