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DHK Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

DHK Financial 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
2022
Q3 		– Sell
-3,063
Closed -$337K – 43
2022
Q2 		$337K Buy
3,063
+3
+0.1% +$330 0.32% 34
2022
Q1 		$337K Hold
3,060
– – 0.28% 34
2021
Q4 		$338K Buy
+3,060
New +$338K 0.32% 34

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DHK Financial Advisors's SHV Position: Q3 2022 in Review

DHK Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 3,063 shares — an estimated $337K sold.

DHK Financial Advisors first reported a position in SHV in Q4 2021 and held it in 3 quarters. The position peaked at $338K in Q4 2021. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • DHK Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • DHK Financial Advisors sold 3,063 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $337K.
  • DHK Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • DHK Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $338K in Q4 2021.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on DHK Financial Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.