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Okabena Investment Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Okabena Investment Services’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
-1,803
Closed -$200K – 82
2020
Q1 		$200K Hold
1,803
– – 0.23% 59
2019
Q4 		$199K Buy
+1,803
New +$199K 0.18% 56

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Envestnet Asset Management
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Okabena Investment Services's SHV Position: Q2 2020 in Review

Okabena Investment Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2020, closing a stake of 1,803 shares — an estimated $200K sold.

Okabena Investment Services first reported a position in SHV in Q4 2019 and held it in 2 quarters. The position peaked at $200K in Q1 2020. 474 funds tracked by Wall St. Rank hold SHV as of Q2 2020.

  • Okabena Investment Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Okabena Investment Services sold 1,803 iShares 0-1 Year Treasury Bond ETF shares in Q2 2020, an estimated $200K.
  • Okabena Investment Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Okabena Investment Services's iShares 0-1 Year Treasury Bond ETF position peaked at $200K in Q1 2020.
  • 474 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2020.

Based on Okabena Investment Services's 13F filing for Q2 2020, filed 10 Aug 2020.