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TrustCore Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TrustCore Financial Services’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 		– Sell
-4,022
Closed -$444K – 1140
2021
Q2 		$444K Buy
+4,022
New +$444K 0.05% 186
2019
Q4 		– Sell
-124
Closed -$14K – 960
2019
Q3 		$14K Buy
+124
New +$13.7K ﹤0.01% 584

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JP Morgan Chase
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Envestnet Asset Management
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PC
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CRG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
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AssetMark Inc
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TrustCore Financial Services's SHV Position: Q3 2021 in Review

TrustCore Financial Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2021, closing a stake of 4,022 shares — an estimated $444K sold.

TrustCore Financial Services first reported a position in SHV in Q3 2019 and held it in 2 quarters. The position peaked at $444K in Q2 2021. 422 funds tracked by Wall St. Rank hold SHV as of Q3 2021.

  • TrustCore Financial Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 4,022 iShares 0-1 Year Treasury Bond ETF shares in Q3 2021, an estimated $444K.
  • TrustCore Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 2 quarters.
  • TrustCore Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $444K in Q2 2021.
  • 422 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2021.

Based on TrustCore Financial Services's 13F filing for Q3 2021, filed 8 Nov 2021.