BCA
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return