Carter Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Carter Financial Group’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 Q1	$660K	Buy	+5,988	New	+$661K	0.88%	18

Other funds holding SHV

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Carter Financial Group's SHV Position: Q1 2022 in Review

Carter Financial Group opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022: 5,988 shares worth $660K. The stake represents 0.88% of the portfolio and ranks #18 among its holdings.

491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

Carter Financial Group held 5,988 shares of iShares 0-1 Year Treasury Bond ETF worth $660K as of Q1 2022.
iShares 0-1 Year Treasury Bond ETF was a new Carter Financial Group position in Q1 2022.
iShares 0-1 Year Treasury Bond ETF made up 0.88% of Carter Financial Group's portfolio in Q1 2022, its #18 holding.
491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.