Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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PWA
Phoenix Wealth Advisors’s
iShares Short 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
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-71
Closed
-$8K
–
317
2021
Q3
$8K
Sell
71
-147
-
67
%
-$16.6K
0.01%
318
2021
Q2
$24K
Sell
218
-81
-
27
%
-$8.92K
0.02%
244
2021
Q1
$33K
Sell
299
-393
-
57
%
-$43.4K
0.03%
217
2020
Q4
$76K
Buy
+692
New
+$76K
0.06%
162
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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