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

Lockerman 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
Q3 		– Sell
-3,638
Closed -$401K – 68
2022
Q2 		$401K Buy
3,638
+1,473
+68% +$162K 1.28% 22
2022
Q1 		$239K Buy
+2,165
New +$239K 0.65% 58

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Morgan Stanley
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Envestnet Asset Management
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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
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lockerman Financial Group's SHV Position: Q3 2022 in Review

Lockerman Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 3,638 shares — an estimated $401K sold.

Lockerman Financial Group first reported a position in SHV in Q1 2022 and held it in 2 quarters. The position peaked at $401K in Q2 2022. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Lockerman Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Lockerman Financial Group sold 3,638 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $401K.
  • Lockerman Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 2 quarters.
  • Lockerman Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $401K in Q2 2022.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Lockerman Financial Group's 13F filing for Q3 2022, filed 24 Oct 2022.