Tarbox Family Office’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-902	Closed	-$99K	–	832
2022 Q1	$99K	Hold	902	–	–	0.02%	123
2021 Q4	$100K	Hold	902	–	–	0.02%	164
2021 Q3	$100K	Hold	902	–	–	0.02%	180
2021 Q2	$100K	Hold	902	–	–	0.02%	186
2021 Q1	$100K	Hold	902	–	–	0.02%	156
2020 Q4	$100K	Sell	902 -785	-47%	-$86.8K	0.02%	152
2020 Q3	$187K	Hold	1,687	–	–	0.05%	119
2020 Q2	$187K	Buy	+1,687	New	+$187K	0.05%	117

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Tarbox Family Office's SHV Position: Q2 2022 in Review

Tarbox Family Office sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 902 shares — an estimated $99K sold.

Tarbox Family Office first reported a position in SHV in Q2 2020 and held it in 8 quarters. The position peaked at $187K in Q3 2020. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

Tarbox Family Office reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 902 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $99K.
Tarbox Family Office first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 8 quarters.
Tarbox Family Office's iShares 0-1 Year Treasury Bond ETF position peaked at $187K in Q3 2020.
527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.