Vectors Research Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Vectors Research Management’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	-119	Closed	-$13K	–	421
2022 Q2	$13K	Hold	119	–	–	﹤0.01%	324
2022 Q1	$13K	Hold	119	–	–	﹤0.01%	326
2021 Q4	$13K	Hold	119	–	–	﹤0.01%	386
2021 Q3	$13K	Hold	119	–	–	﹤0.01%	343
2021 Q2	$13K	Hold	119	–	–	﹤0.01%	358
2021 Q1	$13K	Hold	119	–	–	﹤0.01%	321
2020 Q4	$13K	Sell	119 -52	-30%	-$5.75K	﹤0.01%	312
2020 Q3	$19K	Hold	171	–	–	0.01%	252
2020 Q2	$19K	Hold	171	–	–	0.01%	245
2020 Q1	$19K	Sell	171 -75	-30%	-$8.3K	0.01%	232
2019 Q4	$27K	Buy	+246	New	+$27.2K	0.01%	237

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 $21.9B AUM 68.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vectors Research Management's SHV Position: Q3 2022 in Review

Vectors Research Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 119 shares — an estimated $13K sold.

Vectors Research Management first reported a position in SHV in Q4 2019 and held it in 11 quarters. The position peaked at $27K in Q4 2019. 550 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

Vectors Research Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Vectors Research Management sold 119 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $13K.
Vectors Research Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 11 quarters.
Vectors Research Management's iShares 0-1 Year Treasury Bond ETF position peaked at $27K in Q4 2019.
550 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.