HIC
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Hartline Investment Corp’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hartline Investment Corp’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
Q4 		– Sell
-30,313
Closed -$3.33M – 189
2022
Q3 		$3.33M Buy
+30,313
New +$3.33M 2.75% 7

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Bank of America
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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Hartline Investment Corp's SHV Position: Q4 2022 in Review

Hartline Investment Corp sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 30,313 shares — an estimated $3.33M sold.

Hartline Investment Corp first reported a position in SHV in Q3 2022 and held it in 1 quarter. The position peaked at $3.33M in Q3 2022. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • Hartline Investment Corp reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Hartline Investment Corp sold 30,313 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $3.33M.
  • Hartline Investment Corp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Hartline Investment Corp's iShares 0-1 Year Treasury Bond ETF position peaked at $3.33M in Q3 2022.
  • 595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Hartline Investment Corp's 13F filing for Q4 2022, filed 6 Feb 2023.