Loring Wolcott & Coolidge Fiduciary Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	–	Sell	-55	Closed	-$6K	–	677
2022 Q1	$6K	Hold	55	–	–	﹤0.01%	581
2021 Q4	$6K	Hold	55	–	–	﹤0.01%	646
2021 Q3	$6K	Hold	55	–	–	﹤0.01%	648
2021 Q2	$6K	Buy	+55	New	+$6.08K	﹤0.01%	726
2021 Q1	–	Sell	-55	Closed	-$6K	–	628
2020 Q4	$6K	Hold	55	–	–	﹤0.01%	679
2020 Q3	$6K	Hold	55	–	–	﹤0.01%	536
2020 Q2	$6K	Buy	+55	New	+$6.09K	﹤0.01%	535

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SHV Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 55 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SHV in Q2 2020 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 55 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $6K in Q1 2022.
527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.