Sonora Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sonora Investment Management’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 Q3	$42K	Hold	380	–	–	0.01%	455
2021 Q2	$42K	Hold	380	–	–	0.01%	433
2021 Q1	$42K	Hold	380	–	–	﹤0.01%	671
2020 Q4	$42K	Hold	380	–	–	﹤0.01%	669
2020 Q3	$42K	Sell	380 -270	-42%	-$29.9K	﹤0.01%	648
2020 Q2	$72K	Sell	650 -255	-28%	-$28.3K	0.01%	404
2020 Q1	$101K	Buy	905 +650	+255%	+$71.9K	0.01%	320
2019 Q4	$28K	Buy	+255	New	+$28.2K	﹤0.01%	703
2018 Q3	–	Sell	-190	Closed	-$21K	–	1255
2018 Q2	$21K	Buy	+190	New	+$21K	﹤0.01%	589

Other funds holding SHV

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

CRG

Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sonora Investment Management's SHV Position: Q3 2021 in Review

Sonora Investment Management held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2021 at 380 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #455.

Sonora Investment Management first reported a position in SHV in Q2 2018 and has held it in 9 quarters since. The position peaked at $101K in Q1 2020. 423 funds tracked by Wall St. Rank hold SHV as of Q3 2021.

Sonora Investment Management held 380 shares of iShares 0-1 Year Treasury Bond ETF worth $42K as of Q3 2021.
Sonora Investment Management left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2021.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #455 holding.
Sonora Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 9 quarters since.
Sonora Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $101K in Q1 2020.
423 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.