tru Independence’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

tru Independence’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 Q3	–	Sell	-8,033	Closed	-$884K	–	178
2022 Q2	$884K	Hold	8,033	–	–	0.28%	68
2022 Q1	$885K	Hold	8,033	–	–	0.24%	76
2021 Q4	$887K	Hold	8,033	–	–	0.24%	75
2021 Q3	$887K	Buy	+8,033	New	+$887K	0.25%	71
2021 Q2	–	Sell	-10,000	Closed	-$1.1M	–	362
2021 Q1	$1.1M	Hold	10,000	–	–	0.21%	100
2020 Q4	$1.11M	Buy	+10,000	New	+$1.11M	2.01%	10
2020 Q3	–	Sell	-11,500	Closed	-$1.27K	–	760
2020 Q2	$1.27K	Buy	+11,500	New	+$1.27M	0.18%	91

Other funds holding SHV

MFRM

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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

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

CCMG

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

FCH

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

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

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

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

tru Independence's SHV Position: Q3 2022 in Review

tru Independence sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 8,033 shares — an estimated $884K sold.

tru Independence first reported a position in SHV in Q2 2020 and held it in 7 quarters. The position peaked at $1.11M in Q4 2020. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

tru Independence reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
tru Independence sold 8,033 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $884K.
tru Independence first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 7 quarters.
tru Independence's iShares 0-1 Year Treasury Bond ETF position peaked at $1.11M in Q4 2020.
551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on tru Independence's 13F filing for Q3 2022, filed 3 Nov 2022.