Bray Capital Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bray Capital 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
2021 Q4	–	Sell	-248	Closed	-$27K	–	280
2021 Q3	$27K	Sell	248 -55	-18%	-$6.08K	0.01%	215
2021 Q2	$33K	Hold	303	–	–	0.01%	207
2021 Q1	$33K	Hold	303	–	–	0.01%	207
2020 Q4	$33K	Hold	303	–	–	0.01%	204
2020 Q3	$34K	Hold	303	–	–	0.01%	192
2020 Q2	$34K	Hold	303	–	–	0.01%	192
2020 Q1	$34K	Buy	303 +31	+11%	+$3.43K	0.02%	186
2019 Q4	$30K	Hold	272	–	–	0.01%	204
2019 Q3	$30K	Hold	272	–	–	0.01%	208
2019 Q2	$30K	Hold	272	–	–	0.01%	221
2019 Q1	$30K	Buy	+272	New	+$30K	0.01%	215

Other funds holding SHV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bray Capital Advisors's SHV Position: Q4 2021 in Review

Bray Capital Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2021, closing a stake of 248 shares — an estimated $27K sold.

Bray Capital Advisors first reported a position in SHV in Q1 2019 and held it in 11 quarters. The position peaked at $34K in Q3 2020. 462 funds tracked by Wall St. Rank hold SHV as of Q4 2021.

Bray Capital Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Bray Capital Advisors sold 248 iShares 0-1 Year Treasury Bond ETF shares in Q4 2021, an estimated $27K.
Bray Capital Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 11 quarters.
Bray Capital Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $34K in Q3 2020.
462 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2021.

Based on Bray Capital Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.