HFA
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HC Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

HC Financial Advisors’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
2021
Q2 		– Sell
-27
Closed -$3K – 359
2021
Q1 		$3K Hold
27
– – ﹤0.01% 315
2020
Q4 		$3K Buy
+27
New +$2.99K ﹤0.01% 323

Other funds holding SHV

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return
CRG
Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HC Financial Advisors's SHV Position: Q2 2021 in Review

HC Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021, closing a stake of 27 shares — an estimated $3K sold.

HC Financial Advisors first reported a position in SHV in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 437 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

  • HC Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • HC Financial Advisors sold 27 iShares 0-1 Year Treasury Bond ETF shares in Q2 2021, an estimated $3K.
  • HC Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • HC Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $3K in Q1 2021.
  • 437 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

Based on HC Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.