FTA
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Financial & Tax Architects’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Financial & Tax Architects’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 		– Sell
-15,795
Closed -$1.74M – 93
2022
Q1 		$1.74M Buy
+15,795
New +$1.74M 0.66% 45
2021
Q3 		– Sell
-5,843
Closed -$646K – 109
2021
Q2 		$646K Buy
+5,843
New +$646K 0.32% 72

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 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 $374B AUM 17.66% 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 $49B AUM 17.78% 1-Year Est. Return

Financial & Tax Architects's SHV Position: Q2 2022 in Review

Financial & Tax Architects sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 15,795 shares — an estimated $1.74M sold.

Financial & Tax Architects first reported a position in SHV in Q2 2021 and held it in 2 quarters. The position peaked at $1.74M in Q1 2022. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

  • Financial & Tax Architects reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Financial & Tax Architects sold 15,795 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $1.74M.
  • Financial & Tax Architects first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2021 and held it in 2 quarters.
  • Financial & Tax Architects's iShares 0-1 Year Treasury Bond ETF position peaked at $1.74M in Q1 2022.
  • 527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Financial & Tax Architects's 13F filing for Q2 2022, filed 25 Aug 2023.