CFFP
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Center for Financial Planning’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Center for Financial Planning’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 		– Sell
-58
Closed -$6K – 571
2021
Q4 		$6K Buy
+58
New +$6.41K ﹤0.01% 422

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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Center for Financial Planning's SHV Position: Q1 2022 in Review

Center for Financial Planning sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 58 shares — an estimated $6K sold.

Center for Financial Planning first reported a position in SHV in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Center for Financial Planning reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Center for Financial Planning sold 58 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $6K.
  • Center for Financial Planning first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Center for Financial Planning's iShares 0-1 Year Treasury Bond ETF position peaked at $6K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

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