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HUB Investment Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

HUB Investment 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
2024
Q1 		– Sell
-5,607
Closed -$617K – 501
2023
Q4 		$617K Buy
+5,607
New +$618K 0.04% 211

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HUB Investment Partners's SHV Position: Q1 2024 in Review

HUB Investment Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 5,607 shares — an estimated $617K sold.

HUB Investment Partners first reported a position in SHV in Q4 2023 and held it in 1 quarter. The position peaked at $617K in Q4 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • HUB Investment Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • HUB Investment Partners sold 5,607 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $617K.
  • HUB Investment Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • HUB Investment Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $617K in Q4 2023.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on HUB Investment Partners's 13F filing for Q1 2024, filed 10 May 2024.