Raymond James Trust Company of New Hampshire’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,964
Closed -$216K 23
2022
Q2
$216K Hold
1,964
1.78% 21
2022
Q1
$217K Buy
+1,964
New +$217K 1.43% 24

Other funds holding SHV

Raymond James Trust Company of New Hampshire's SHV Position: Q3 2022 in Review

Raymond James Trust Company of New Hampshire sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 1,964 shares — an estimated $216K sold.

Raymond James Trust Company of New Hampshire first reported a position in SHV in Q1 2022 and held it in 2 quarters. The position peaked at $217K in Q1 2022. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Raymond James Trust Company of New Hampshire reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Raymond James Trust Company of New Hampshire sold 1,964 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $216K.
  • Raymond James Trust Company of New Hampshire first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 2 quarters.
  • Raymond James Trust Company of New Hampshire's iShares 0-1 Year Treasury Bond ETF position peaked at $217K in Q1 2022.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Raymond James Trust Company of New Hampshire's 13F filing for Q3 2022, filed 31 Oct 2022.