AWM
SHV icon

Accurate Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Accurate Wealth 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
2023
Q1 		– Sell
-1,340
Closed -$147K – 1210
2022
Q4 		$147K Sell
1,340
-18,206
-93% -$2M 0.05% 246
2022
Q3 		$2.58M Buy
+19,546
New +$2.15M 1.08% 27
2022
Q2 		– Sell
-9,592
Closed -$1.06M – 193
2022
Q1 		$1.06M Buy
+9,592
New +$1.06M 0.47% 50

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accurate Wealth Management's SHV Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 1,340 shares — an estimated $147K sold.

Accurate Wealth Management first reported a position in SHV in Q1 2022 and held it in 3 quarters. The position peaked at $2.58M in Q3 2022. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,340 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $147K.
  • Accurate Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 3 quarters.
  • Accurate Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.58M in Q3 2022.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.