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

Financial Management Concepts’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
2021
Q4 		$1.16M Hold
10,543
– – 0.85% 18
2021
Q3 		$1.17M Hold
10,543
– – 0.93% 16
2021
Q2 		$1.17M Buy
10,543
+6,357
+152% +$702K 0.95% 16
2021
Q1 		$463K Buy
4,186
+124
+3% +$13.7K 0.42% 21
2020
Q4 		$449K Buy
+4,062
New +$449K 0.44% 17

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Financial Management Concepts's SHV Position: Q4 2021 in Review

Financial Management Concepts held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q4 2021 at 10,543 shares worth $1.16M. The position accounts for 0.85% of the portfolio, ranked #18.

Financial Management Concepts first reported a position in SHV in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.17M in Q3 2021. 463 funds tracked by Wall St. Rank hold SHV as of Q4 2021.

  • Financial Management Concepts held 10,543 shares of iShares 0-1 Year Treasury Bond ETF worth $1.16M as of Q4 2021.
  • Financial Management Concepts left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q4 2021.
  • iShares 0-1 Year Treasury Bond ETF made up 0.85% of Financial Management Concepts's portfolio in Q4 2021, its #18 holding.
  • Financial Management Concepts first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 5 quarters since.
  • Financial Management Concepts's iShares 0-1 Year Treasury Bond ETF position peaked at $1.17M in Q3 2021.
  • 463 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.