HI
SHV icon

Hudock Inc’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hudock Inc’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
-498
Closed -$54K – 626
2022
Q3 		$54K Buy
498
+92
+23% +$10.1K 0.02% 292
2022
Q2 		$44K Buy
406
+163
+67% +$18K 0.01% 321
2022
Q1 		$26K Hold
243
– – 0.01% 407
2021
Q4 		$26K Hold
243
– – 0.01% 414
2021
Q3 		$26K Hold
243
– – 0.01% 416
2021
Q2 		$26K Sell
243
-558
-70% -$61.7K 0.01% 411
2021
Q1 		$88K Sell
801
-1,468
-65% -$162K 0.03% 244
2020
Q4 		$250K Buy
2,269
+291
+15% +$32.2K 0.08% 120
2020
Q3 		$219K Sell
1,978
-122,710
-98% -$13.6M 0.08% 114
2020
Q2 		$13.8M Buy
124,688
+96
+0.1% +$10.6K 5.04% 4
2020
Q1 		$13.8M Sell
124,592
-31,910
-20% -$3.53M 5.44% 6
2019
Q4 		$17.3M Buy
156,502
+1,115
+0.7% +$123K 5.74% 5
2019
Q3 		$17.2M Buy
155,387
+2,124
+1% +$235K 6.09% 3
2019
Q2 		$17M Sell
153,263
-3,392
-2% -$375K 6.13% 3
2019
Q1 		$17.3M Buy
156,655
+60,734
+63% +$6.71M 6.25% 1
2018
Q4 		$10.6M Sell
95,921
-3,438
-3% -$379K 4.4% 7
2018
Q3 		$11M Buy
99,359
+27,251
+38% +$3.01M 4.26% 6
2018
Q2 		$7.96M Buy
+72,108
New +$7.95M 3.17% 8

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Hudock Inc's SHV Position: Q4 2022 in Review

Hudock Inc sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 498 shares — an estimated $54K sold.

Hudock Inc first reported a position in SHV in Q2 2018 and held it in 18 quarters. The position peaked at $17.3M in Q1 2019. 594 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • Hudock Inc reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 498 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $54K.
  • Hudock Inc first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 18 quarters.
  • Hudock Inc's iShares 0-1 Year Treasury Bond ETF position peaked at $17.3M in Q1 2019.
  • 594 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.