FFG
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Ford Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-19
Closed -$2 – 433
2021
Q4 		$2 Buy
+19
New +$2.1K ﹤0.01% 435
2021
Q3 		– Sell
-19
Closed -$2K – 463
2021
Q2 		$2K Buy
+19
New +$2.1K ﹤0.01% 479

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JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return

Ford Financial Group's SHV Position: Q1 2022 in Review

Ford Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 19 shares — an estimated $2 sold.

Ford Financial Group first reported a position in SHV in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Ford Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 19 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $2.
  • Ford Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $2K in Q2 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.