Regions Financial Corp’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Regions Financial Corp’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 Q1	–	Sell	-5,889	Closed	-$647K	–	861
2022 Q4	$647K	Buy	+5,889	New	+$647K	0.01%	549
2019 Q2	–	Sell	-176	Closed	-$19K	–	1565
2019 Q1	$19K	Buy	+176	New	+$19.4K	﹤0.01%	1385
2018 Q4	–	Sell	-1,220	Closed	-$135K	–	1994
2018 Q3	$135K	Buy	1,220 +500	+69%	+$55.2K	﹤0.01%	941
2018 Q2	$80K	Buy	720 +500	+227%	+$55.2K	﹤0.01%	1083
2018 Q1	$24K	Buy	+220	New	+$24.3K	﹤0.01%	1415
2016 Q1	–	Sell	-2,516	Closed	-$277K	–	930
2015 Q4	$277K	Buy	+2,516	New	+$277K	﹤0.01%	762

Other funds holding SHV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Regions Financial Corp's SHV Position: Q1 2023 in Review

Regions Financial Corp sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 5,889 shares — an estimated $647K sold.

Regions Financial Corp first reported a position in SHV in Q4 2015 and held it in 6 quarters. The position peaked at $647K in Q4 2022. 611 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

Regions Financial Corp reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Regions Financial Corp sold 5,889 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $647K.
Regions Financial Corp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2015 and held it in 6 quarters.
Regions Financial Corp's iShares 0-1 Year Treasury Bond ETF position peaked at $647K in Q4 2022.
611 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Regions Financial Corp's 13F filing for Q1 2023, filed 12 May 2023.