1832 Asset Management
SHV icon

1832 Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

1832 Asset 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
Q4 		– Sell
-8,272
Closed -$910K – 961
2022
Q3 		$910K Buy
8,272
+5,428
+191% +$597K ﹤0.01% 614
2022
Q2 		$313K Sell
2,844
-1,154
-29% -$127K ﹤0.01% 668
2022
Q1 		$435K Sell
3,998
-7,236
-64% -$798K ﹤0.01% 676
2021
Q4 		$1.25M Buy
11,234
+2,269
+25% +$251K ﹤0.01% 431
2021
Q3 		$997K Buy
8,965
+4,805
+116% +$531K ﹤0.01% 488
2021
Q2 		$459K Buy
4,160
+335
+9% +$37K ﹤0.01% 517
2021
Q1 		$425K Sell
3,825
-3,293
-46% -$364K ﹤0.01% 490
2020
Q4 		$789K Buy
7,118
+5,077
+249% +$562K ﹤0.01% 509
2020
Q3 		$228K Sell
2,041
-14,226
-87% -$1.58M ﹤0.01% 554
2020
Q2 		$1.82M Sell
16,267
-111
-0.7% -$12.3K 0.01% 415
2020
Q1 		$1.83M Buy
+16,378
New +$1.81M 0.01% 425
2018
Q3 		– Sell
-143
Closed -$16K – 709
2018
Q2 		$16K Hold
143
– – ﹤0.01% 555
2018
Q1 		$16K Hold
143
– – ﹤0.01% 580
2017
Q4 		$16K Hold
143
– – ﹤0.01% 597
2017
Q3 		$16K Buy
+143
New +$15.8K ﹤0.01% 607
2015
Q2 		– Sell
-995
Closed -$110K – 718
2015
Q1 		$110K Hold
995
– – ﹤0.01% 469
2014
Q4 		$110K Buy
+995
New +$110K ﹤0.01% 483

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

1832 Asset Management's SHV Position: Q4 2022 in Review

1832 Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 8,272 shares — an estimated $910K sold.

1832 Asset Management first reported a position in SHV in Q4 2014 and held it in 17 quarters. The position peaked at $1.83M in Q1 2020. 594 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • 1832 Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • 1832 Asset Management sold 8,272 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $910K.
  • 1832 Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2014 and held it in 17 quarters.
  • 1832 Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.83M in Q1 2020.
  • 594 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on 1832 Asset Management's 13F filing for Q4 2022, filed 15 Feb 2023.