SFA
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Stewardship Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Stewardship Financial Advisors’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
2016
Q2 		– Sell
-11,959
Closed -$1.32M – 47
2016
Q1 		$1.32M Sell
11,959
-1,000
-8% -$110K 1.04% 19
2015
Q4 		$1.43M Buy
+12,959
New +$1.43M 1.14% 30

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stewardship Financial Advisors's SHV Position: Q2 2016 in Review

Stewardship Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2016, closing a stake of 11,959 shares — an estimated $1.32M sold.

Stewardship Financial Advisors first reported a position in SHV in Q4 2015 and held it in 2 quarters. The position peaked at $1.43M in Q4 2015. 117 funds tracked by Wall St. Rank hold SHV as of Q2 2016.

  • Stewardship Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Stewardship Financial Advisors sold 11,959 iShares 0-1 Year Treasury Bond ETF shares in Q2 2016, an estimated $1.32M.
  • Stewardship Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2015 and held it in 2 quarters.
  • Stewardship Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.43M in Q4 2015.
  • 117 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2016.

Based on Stewardship Financial Advisors's 13F filing for Q2 2016, filed 26 Jun 2018.