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Advisor Partners II’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Advisor Partners II’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
-2,110
Closed -$232K – 965
2022
Q3 		$232K Buy
+2,110
New +$232K 0.02% 705

Other funds holding SHV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Advisor Partners II's SHV Position: Q4 2022 in Review

Advisor Partners II sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 2,110 shares — an estimated $232K sold.

Advisor Partners II first reported a position in SHV in Q3 2022 and held it in 1 quarter. The position peaked at $232K in Q3 2022. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • Advisor Partners II reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Advisor Partners II sold 2,110 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $232K.
  • Advisor Partners II first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Advisor Partners II's iShares 0-1 Year Treasury Bond ETF position peaked at $232K in Q3 2022.
  • 595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Advisor Partners II's 13F filing for Q4 2022, filed 14 Feb 2023.