SFC
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Strategic Financial Concepts’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-2,641
Closed -$292K – 263
2023
Q1 		$292K Buy
+2,641
New +$291K 0.12% 156

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Strategic Financial Concepts's SHV Position: Q2 2023 in Review

Strategic Financial Concepts sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 2,641 shares — an estimated $292K sold.

Strategic Financial Concepts first reported a position in SHV in Q1 2023 and held it in 1 quarter. The position peaked at $292K in Q1 2023. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Strategic Financial Concepts reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 2,641 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $292K.
  • Strategic Financial Concepts first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares 0-1 Year Treasury Bond ETF position peaked at $292K in Q1 2023.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Strategic Financial Concepts's 13F filing for Q2 2023, filed 7 Sep 2023.