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

Level 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
2022
Q3 		– Sell
-101
Closed -$11K – 321
2022
Q2 		$11K Hold
101
– – 0.01% 183
2022
Q1 		$11K Hold
101
– – 0.01% 153
2021
Q4 		$11K Buy
+101
New +$11.2K 0.01% 174

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Level Financial Advisors's SHV Position: Q3 2022 in Review

Level Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 101 shares — an estimated $11K sold.

Level Financial Advisors first reported a position in SHV in Q4 2021 and held it in 3 quarters. The position peaked at $11K in Q2 2022. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Level Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 101 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $11K.
  • Level Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • Level Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $11K in Q2 2022.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.