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

Phoenix Wealth 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
2021
Q4 		– Sell
-71
Closed -$8K – 317
2021
Q3 		$8K Sell
71
-147
-67% -$16.2K 0.01% 318
2021
Q2 		$24K Sell
218
-81
-27% -$8.95K 0.02% 244
2021
Q1 		$33K Sell
299
-393
-57% -$43.4K 0.03% 217
2020
Q4 		$76K Buy
+692
New +$76.6K 0.06% 162

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Phoenix Wealth Advisors's SHV Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2021, closing a stake of 71 shares — an estimated $8K sold.

Phoenix Wealth Advisors first reported a position in SHV in Q4 2020 and held it in 4 quarters. The position peaked at $76K in Q4 2020. 463 funds tracked by Wall St. Rank hold SHV as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 71 iShares 0-1 Year Treasury Bond ETF shares in Q4 2021, an estimated $8K.
  • Phoenix Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $76K in Q4 2020.
  • 463 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.