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Dixon Hubard Feinour & Brown’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Dixon Hubard Feinour & Brown’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
Q2 		$694K Hold
6,302
– – 0.08% 173
2022
Q1 		$695K Sell
6,302
-985
-14% -$109K 0.07% 187
2021
Q4 		$805K Sell
7,287
-480
-6% -$53K 0.08% 171
2021
Q3 		$858K Sell
7,767
-131
-2% -$14.5K 0.18% 89
2021
Q2 		$873K Buy
+7,898
New +$873K 0.18% 95

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Dixon Hubard Feinour & Brown's SHV Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2022 at 6,302 shares worth $694K. The position accounts for 0.08% of the portfolio, ranked #173.

Dixon Hubard Feinour & Brown first reported a position in SHV in Q2 2021 and has held it in 5 quarters since. The position peaked at $873K in Q2 2021. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

  • Dixon Hubard Feinour & Brown held 6,302 shares of iShares 0-1 Year Treasury Bond ETF worth $694K as of Q2 2022.
  • Dixon Hubard Feinour & Brown left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2022.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #173 holding.
  • Dixon Hubard Feinour & Brown first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2021 and has held it in 5 quarters since.
  • Dixon Hubard Feinour & Brown's iShares 0-1 Year Treasury Bond ETF position peaked at $873K in Q2 2021.
  • 527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.