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

Hoover 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 		$14K Buy
+127
New +$14K ﹤0.01% 439
2021
Q1 		– Sell
-45
Closed -$5K – 637
2020
Q4 		$5K Buy
+45
New +$4.98K ﹤0.01% 462

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 $472M AUM 9.2% 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 $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Hoover Financial Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2021: 127 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Hoover Financial Advisors previously reported a position in SHV as recently as Q4 2020.

Hoover Financial Advisors first reported a position in SHV in Q4 2020 and has held it in 2 quarters since. 438 funds tracked by Wall St. Rank hold SHV as of Q2 2021.

  • Hoover Financial Advisors held 127 shares of iShares 0-1 Year Treasury Bond ETF worth $14K as of Q2 2021.
  • iShares 0-1 Year Treasury Bond ETF was a new Hoover Financial Advisors position in Q2 2021.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #439 holding.
  • Hoover Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 2 quarters since.
  • 438 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2021.

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