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Investors Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Investors Financial Group’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
Q1 		– Sell
-2,013
Closed -$222K – 150
2021
Q4 		$222K Hold
2,013
– – 0.1% 180
2021
Q3 		$222K Hold
2,013
– – 0.12% 175
2021
Q2 		$222K Hold
2,013
– – 0.12% 182
2021
Q1 		$222K Buy
+2,013
New +$222K 0.13% 169

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return

Investors Financial Group's SHV Position: Q1 2022 in Review

Investors Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 2,013 shares — an estimated $222K sold.

Investors Financial Group first reported a position in SHV in Q1 2021 and held it in 4 quarters. The position peaked at $222K in Q4 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Investors Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 2,013 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $222K.
  • Investors Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and held it in 4 quarters.
  • Investors Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $222K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.