GGI
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Godsey & Gibb Inc’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Godsey & Gibb Inc’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
2023
Q2 		– Sell
-200
Closed -$22.1K – 379
2023
Q1 		$22.1K Hold
200
– – ﹤0.01% 204
2022
Q4 		$22K Buy
+200
New +$22K ﹤0.01% 154
2022
Q2 		– Sell
-200
Closed -$22K – 161
2022
Q1 		$22K Hold
200
– – 0.01% 69
2021
Q4 		$22K Hold
200
– – 0.01% 77
2021
Q3 		$22K Hold
200
– – 0.01% 60
2021
Q2 		$22K Buy
+200
New +$22.1K 0.01% 63

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BlackRock
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Godsey & Gibb Inc's SHV Position: Q2 2023 in Review

Godsey & Gibb Inc sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 200 shares — an estimated $22.1K sold.

Godsey & Gibb Inc first reported a position in SHV in Q2 2021 and held it in 6 quarters. The position peaked at $22.1K in Q1 2023. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Godsey & Gibb Inc reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Godsey & Gibb Inc sold 200 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $22.1K.
  • Godsey & Gibb Inc first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2021 and held it in 6 quarters.
  • Godsey & Gibb Inc's iShares 0-1 Year Treasury Bond ETF position peaked at $22.1K in Q1 2023.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Godsey & Gibb Inc's 13F filing for Q2 2023, filed 25 Jul 2023.