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Retirement Financial Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Retirement Financial Solutions’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
-1,105
Closed -$121K – 208
2022
Q4 		$121K Buy
+1,105
New +$121K 0.1% 34

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Charles Schwab
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Betterment LLC
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SW
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Retirement Financial Solutions's SHV Position: Q1 2023 in Review

Retirement Financial Solutions sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 1,105 shares — an estimated $121K sold.

Retirement Financial Solutions first reported a position in SHV in Q4 2022 and held it in 1 quarter. The position peaked at $121K in Q4 2022. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Retirement Financial Solutions reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 1,105 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $121K.
  • Retirement Financial Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $121K in Q4 2022.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.