Firestone Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Firestone Capital 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
2021 Q4	–	Sell	-202	Closed	-$22K	–	384
2021 Q3	$22K	Hold	202	–	–	0.01%	303
2021 Q2	$22K	Hold	202	–	–	0.01%	295
2021 Q1	$22K	Hold	202	–	–	0.01%	301
2020 Q4	$22K	Hold	202	–	–	0.01%	298
2020 Q3	$22K	Hold	202	–	–	0.01%	256
2020 Q2	$22K	Buy	202 +159	+370%	+$17.6K	0.01%	252
2020 Q1	$5K	Hold	43	–	–	﹤0.01%	363
2019 Q4	$5K	Buy	+43	New	+$4.75K	﹤0.01%	384

Other funds holding SHV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Firestone Capital Management's SHV Position: Q4 2021 in Review

Firestone Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2021, closing a stake of 202 shares — an estimated $22K sold.

Firestone Capital Management first reported a position in SHV in Q4 2019 and held it in 8 quarters. The position peaked at $22K in Q3 2021. 462 funds tracked by Wall St. Rank hold SHV as of Q4 2021.

Firestone Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 202 iShares 0-1 Year Treasury Bond ETF shares in Q4 2021, an estimated $22K.
Firestone Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $22K in Q3 2021.
462 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.