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

ACG Wealth’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
-17
Closed -$2K – 873
2022
Q2 		$2K Buy
+17
New +$1.87K ﹤0.01% 832

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACG Wealth's SHV Position: Q3 2022 in Review

ACG Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 17 shares — an estimated $2K sold.

ACG Wealth first reported a position in SHV in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • ACG Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 17 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $2K.
  • ACG Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $2K in Q2 2022.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.