PFS Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

PFS Partners’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
2023 Q3	–	Sell	-953	Closed	-$105K	–	483
2023 Q2	$105K	Buy	+953	New	+$105K	0.09%	71

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFS Partners's SHV Position: Q3 2023 in Review

PFS Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2023, closing a stake of 953 shares — an estimated $105K sold.

PFS Partners first reported a position in SHV in Q2 2023 and held it in 1 quarter. The position peaked at $105K in Q2 2023. 650 funds tracked by Wall St. Rank hold SHV as of Q3 2023.

PFS Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
PFS Partners sold 953 iShares 0-1 Year Treasury Bond ETF shares in Q3 2023, an estimated $105K.
PFS Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
PFS Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $105K in Q2 2023.
650 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2023.

Based on PFS Partners's 13F filing for Q3 2023, filed 1 Dec 2023.