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CFS Investment Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

CFS Investment Advisory Services’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
2023
Q3 		– Sell
-3,332
Closed -$368K – 237
2023
Q2 		$368K Buy
+3,332
New +$367K 0.05% 189

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CFS Investment Advisory Services's SHV Position: Q3 2023 in Review

CFS Investment Advisory Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2023, closing a stake of 3,332 shares — an estimated $368K sold.

CFS Investment Advisory Services first reported a position in SHV in Q2 2023 and held it in 1 quarter. The position peaked at $368K in Q2 2023. 650 funds tracked by Wall St. Rank hold SHV as of Q3 2023.

  • CFS Investment Advisory Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • CFS Investment Advisory Services sold 3,332 iShares 0-1 Year Treasury Bond ETF shares in Q3 2023, an estimated $368K.
  • CFS Investment Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • CFS Investment Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $368K in Q2 2023.
  • 650 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2023.

Based on CFS Investment Advisory Services's 13F filing for Q3 2023, filed 14 Nov 2023.