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

MCF 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
2020 Q2	–	Sell	-599	Closed	-$67K	–	504
2020 Q1	$67K	Sell	599 -1	-0.2%	-$111	0.01%	209
2019 Q4	$66K	Buy	600 +582	+3,233%	+$64.3K	0.01%	223
2019 Q3	$2K	Hold	18	–	–	﹤0.01%	421
2019 Q2	$2K	Hold	18	–	–	﹤0.01%	417
2019 Q1	$2K	Buy	+18	New	+$1.99K	﹤0.01%	435
2016 Q4	–	Sell	-147	Closed	-$16K	–	464
2016 Q3	$16K	Hold	147	–	–	﹤0.01%	288
2016 Q2	$16K	Buy	+147	New	+$16.2K	﹤0.01%	317

Other funds holding SHV

MFRM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors's SHV Position: Q2 2020 in Review

MCF Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2020, closing a stake of 599 shares — an estimated $67K sold.

MCF Advisors first reported a position in SHV in Q2 2016 and held it in 7 quarters. The position peaked at $67K in Q1 2020. 474 funds tracked by Wall St. Rank hold SHV as of Q2 2020.

MCF Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
MCF Advisors sold 599 iShares 0-1 Year Treasury Bond ETF shares in Q2 2020, an estimated $67K.
MCF Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2016 and held it in 7 quarters.
MCF Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $67K in Q1 2020.
474 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2020.

Based on MCF Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.