First Command Financial Services’s iShares Silver Trust SLV Stock Holding History

First Command Financial Services’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$563K	Hold	26,949	–	–	0.05%	87
2023 Q1	$596K	Sell	26,949 -200	-0.7%	-$4.14K	0.06%	77
2022 Q4	$598K	Buy	27,149 +200	+0.7%	+$3.92K	0.08%	72
2022 Q3	$472K	Sell	26,949 -3,800	-12%	-$67.3K	0.07%	76
2022 Q2	$573K	Hold	30,749	–	–	0.08%	68
2022 Q1	$704K	Sell	30,749 -1,295	-4%	-$28.8K	0.1%	70
2021 Q4	$689K	Sell	32,044 -219	-0.7%	-$4.73K	0.1%	70
2021 Q3	$662K	Buy	32,263 +228	+0.7%	+$5.13K	0.11%	72
2021 Q2	$776K	Sell	32,035 -1,679	-5%	-$41.6K	0.09%	61
2021 Q1	$765K	Sell	33,714 -400	-1%	-$9.74K	0.17%	59
2020 Q4	$838K	Buy	34,114 +2,220	+7%	+$50.5K	0.2%	49
2020 Q3	$690K	Sell	31,894 -200	-0.6%	-$4.55K	0.2%	52
2020 Q2	$546K	Hold	32,094	–	–	0.17%	60
2020 Q1	$419K	Buy	32,094 +2,200	+7%	+$34.6K	0.23%	69
2019 Q4	$499K	Hold	29,894	–	–	0.24%	67
2019 Q3	$476K	Buy	29,894 +1,624	+6%	+$25.8K	0.24%	70
2019 Q2	$405K	Sell	28,270 -350	-1%	-$4.89K	0.2%	77
2019 Q1	$406K	Buy	28,620 +1,000	+4%	+$14.6K	0.2%	71
2018 Q4	$401K	Sell	27,620 -37,790	-58%	-$516K	0.21%	64
2018 Q3	$898K	Buy	65,410 +750	+1%	+$10.6K	0.25%	46
2018 Q2	$980K	Buy	64,660 +57,180	+764%	+$890K	0.29%	43
2018 Q1	$115K	Buy	7,480 +3,895	+109%	+$61.5K	0.01%	144
2017 Q4	$57K	Sell	3,585 -1,591	-31%	-$25.1K	0.03%	188
2017 Q3	$82K	Sell	5,176 -3,530	-41%	-$56.3K	0.05%	149
2017 Q2	$137K	Buy	8,706 +824	+10%	+$13.4K	0.09%	115
2017 Q1	$136K	Buy	7,882 +1,450	+23%	+$24K	0.1%	111
2016 Q4	$98K	Buy	+6,432	New	+$105K	0.08%	130

Other funds holding SLV

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Command Financial Services's SLV Position: Q2 2023 in Review

First Command Financial Services held its iShares Silver Trust (SLV) position steady in Q2 2023 at 26,949 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #87.

First Command Financial Services first reported a position in SLV in Q4 2016 and has held it in 27 quarters since. The position peaked at $980K in Q2 2018. 754 funds tracked by Wall St. Rank hold SLV as of Q2 2023.

First Command Financial Services held 26,949 shares of iShares Silver Trust worth $563K as of Q2 2023.
First Command Financial Services left its iShares Silver Trust share count unchanged in Q2 2023.
iShares Silver Trust made up 0.05% of First Command Financial Services's portfolio in Q2 2023, its #87 holding.
First Command Financial Services first reported a position in iShares Silver Trust in Q4 2016 and has held it in 27 quarters since.
First Command Financial Services's iShares Silver Trust position peaked at $980K in Q2 2018.
754 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.