Fure Financial Corporation’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Fure Financial Corporation’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	-63	Closed	-$6K	–	59
2022 Q2	$6K	Sell	63 -112,119	-100%	-$12.4M	﹤0.01%	46
2022 Q1	$12.4M	Buy	+112,182	New	+$12.4M	6.92%	3
2021 Q2	–	Sell	-357	Closed	-$39K	–	69
2021 Q1	$39K	Sell	357 -942	-73%	-$104K	0.03%	41
2020 Q4	$144K	Buy	1,299 +1,241	+2,140%	+$137K	0.1%	36
2020 Q3	$6K	Buy	+58	New	+$6.42K	﹤0.01%	60
2020 Q2	–	Sell	-292,619	Closed	-$32.5M	–	34
2020 Q1	$32.5M	Buy	+292,619	New	+$32.4M	35.05%	1

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Fure Financial Corporation's SHV Position: Q3 2022 in Review

Fure Financial Corporation sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 63 shares — an estimated $6K sold.

Fure Financial Corporation first reported a position in SHV in Q1 2020 and held it in 6 quarters. The position peaked at $32.5M in Q1 2020. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

Fure Financial Corporation reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Fure Financial Corporation sold 63 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $6K.
Fure Financial Corporation first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 6 quarters.
Fure Financial Corporation's iShares 0-1 Year Treasury Bond ETF position peaked at $32.5M in Q1 2020.
551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Fure Financial Corporation's 13F filing for Q3 2022, filed 9 Nov 2022.