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

Flynn Zito 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
2022
Q3 		– Sell
-66,995
Closed -$7.38M – 96
2022
Q2 		$7.38M Buy
+66,995
New +$7.38M 4.08% 8

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Envestnet Asset Management
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CCMG
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FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Flynn Zito Capital Management's SHV Position: Q3 2022 in Review

Flynn Zito Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 66,995 shares — an estimated $7.38M sold.

Flynn Zito Capital Management first reported a position in SHV in Q2 2022 and held it in 1 quarter. The position peaked at $7.38M in Q2 2022. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Flynn Zito Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Flynn Zito Capital Management sold 66,995 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $7.38M.
  • Flynn Zito Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Flynn Zito Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $7.38M in Q2 2022.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Flynn Zito Capital Management's 13F filing for Q3 2022, filed 19 Oct 2022.