Hexagon Capital Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hexagon Capital Partners’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 Q4	–	Sell	-413	Closed	-$45.6K	–	1488
2023 Q3	$45.6K	Hold	413	–	–	0.01%	389
2023 Q2	$45.6K	Sell	413 -6	-1%	-$661	0.01%	386
2023 Q1	$46.3K	Sell	419 -552	-57%	-$60.8K	0.01%	369
2022 Q4	$107K	Sell	971 -46	-5%	-$5.06K	0.03%	235
2022 Q3	$112K	Sell	1,017 -2,730	-73%	-$300K	0.03%	223
2022 Q2	$413K	Sell	3,747 -1,102	-23%	-$121K	0.12%	98
2022 Q1	$535K	Hold	4,849	–	–	0.14%	88
2021 Q4	$535K	Buy	4,849 +21	+0.4%	+$2.32K	0.14%	87
2021 Q3	$533K	Buy	4,828 +3,678	+320%	+$406K	0.15%	74
2021 Q2	$127K	Hold	1,150	–	–	0.04%	211
2021 Q1	$127K	Hold	1,150	–	–	0.03%	192
2020 Q4	$127K	Hold	1,150	–	–	0.04%	163
2020 Q3	$127K	Buy	+1,150	New	+$127K	0.04%	146

Other funds holding SHV

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

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

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

Hexagon Capital Partners's SHV Position: Q4 2023 in Review

Hexagon Capital Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 413 shares — an estimated $45.6K sold.

Hexagon Capital Partners first reported a position in SHV in Q3 2020 and held it in 13 quarters. The position peaked at $535K in Q1 2022. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

Hexagon Capital Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Hexagon Capital Partners sold 413 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $45.6K.
Hexagon Capital Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and held it in 13 quarters.
Hexagon Capital Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $535K in Q1 2022.
696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Hexagon Capital Partners's 13F filing for Q4 2023, filed 5 Feb 2024.