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

Adams 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
Q2 		– Sell
-6,420
Closed -$709K – 107
2023
Q1 		$709K Sell
6,420
-6,655
-51% -$733K 0.23% 72
2022
Q4 		$1.44M Buy
13,075
+600
+5% +$65.9K 0.51% 26
2022
Q3 		$1.37M Buy
12,475
+6,500
+109% +$715K 0.51% 21
2022
Q2 		$658K Buy
5,975
+1,875
+46% +$207K 0.25% 40
2022
Q1 		$452K Buy
+4,100
New +$452K 0.15% 58

Other funds holding SHV

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
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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Adams Wealth Management's SHV Position: Q2 2023 in Review

Adams Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 6,420 shares — an estimated $709K sold.

Adams Wealth Management first reported a position in SHV in Q1 2022 and held it in 5 quarters. The position peaked at $1.44M in Q4 2022. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Adams Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Adams Wealth Management sold 6,420 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $709K.
  • Adams Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 5 quarters.
  • Adams Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.44M in Q4 2022.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Adams Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.