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

Omega 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
2020
Q4 		– Sell
-6,621
Closed -$733K – 64
2020
Q3 		$733K Hold
6,621
– – 0.45% 42
2020
Q2 		$733K Buy
+6,621
New +$734K 0.47% 41

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Omega Financial Group's SHV Position: Q4 2020 in Review

Omega Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2020, closing a stake of 6,621 shares — an estimated $733K sold.

Omega Financial Group first reported a position in SHV in Q2 2020 and held it in 2 quarters. The position peaked at $733K in Q3 2020. 453 funds tracked by Wall St. Rank hold SHV as of Q4 2020.

  • Omega Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Omega Financial Group sold 6,621 iShares 0-1 Year Treasury Bond ETF shares in Q4 2020, an estimated $733K.
  • Omega Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
  • Omega Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $733K in Q3 2020.
  • 453 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2020.

Based on Omega Financial Group's 13F filing for Q4 2020, filed 4 Feb 2021.