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

Oxford 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
Q2 		– Sell
-31
Closed -$3K – 285
2022
Q1 		$3K Buy
+31
New +$3.42K ﹤0.01% 257
2020
Q3 		– Sell
-3,933
Closed -$436K – 196
2020
Q2 		$436K Sell
3,933
-3,375
-46% -$374K 0.07% 103
2020
Q1 		$811K Sell
7,308
-11,234
-61% -$1.24M 0.16% 59
2019
Q4 		$2.05M Buy
+18,542
New +$2.05M 0.57% 26

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Oxford Financial Group's SHV Position: Q2 2022 in Review

Oxford Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 31 shares — an estimated $3K sold.

Oxford Financial Group first reported a position in SHV in Q4 2019 and held it in 4 quarters. The position peaked at $2.05M in Q4 2019. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

  • Oxford Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Oxford Financial Group sold 31 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $3K.
  • Oxford Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 4 quarters.
  • Oxford Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $2.05M in Q4 2019.
  • 527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Oxford Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.