Financial Advocates Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Financial Advocates Investment Management’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 Q2	–	Sell	-22,901	Closed	-$2.53M	–	769
2023 Q1	$2.53M	Buy	22,901 +11,579	+102%	+$1.28M	0.18%	131
2022 Q4	$1.22M	Sell	11,322 -4,972	-31%	-$546K	0.09%	245
2022 Q3	$1.77M	Buy	16,294 +4,719	+41%	+$519K	0.15%	163
2022 Q2	$1.27M	Buy	+11,575	New	+$1.28M	0.1%	225
2020 Q4	–	Sell	-2,035	Closed	-$535K	–	744
2020 Q3	$535K	Buy	+2,035	New	+$225K	0.05%	366
2020 Q2	–	Sell	-14,440	Closed	-$64K	–	638
2020 Q1	$64K	Buy	+14,440	New	+$1.6M	0.01%	465

Other funds holding SHV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Financial Advocates Investment Management's SHV Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 22,901 shares — an estimated $2.53M sold.

Financial Advocates Investment Management first reported a position in SHV in Q1 2020 and held it in 6 quarters. The position peaked at $2.53M in Q1 2023. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

Financial Advocates Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 22,901 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $2.53M.
Financial Advocates Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 6 quarters.
Financial Advocates Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.53M in Q1 2023.
635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.