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

Advisor Partners’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 Q2	$232K	Hold	2,110	–	–	0.02%	727
2022 Q1	$233K	Sell	2,110 -130	-6%	-$14.3K	0.01%	763
2021 Q4	$248K	Hold	2,240	–	–	0.02%	742
2021 Q3	$247K	Hold	2,240	–	–	0.02%	700
2021 Q2	$247K	Buy	2,240 +130	+6%	+$14.4K	0.02%	716
2021 Q1	$233K	Sell	2,110 -130	-6%	-$14.4K	0.02%	715
2020 Q4	$248K	Hold	2,240	–	–	0.02%	639
2020 Q3	$248K	Buy	+2,240	New	+$248K	0.02%	576
2020 Q2	–	Sell	-13,318	Closed	-$1.48M	–	705
2020 Q1	$1.48M	Sell	13,318 -12,856	-49%	-$1.42M	0.18%	122
2019 Q4	$2.89M	Buy	+26,174	New	+$2.89M	0.3%	71

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisor Partners's SHV Position: Q2 2022 in Review

Advisor Partners held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2022 at 2,110 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #727.

Advisor Partners first reported a position in SHV in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.89M in Q4 2019. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

Advisor Partners held 2,110 shares of iShares 0-1 Year Treasury Bond ETF worth $232K as of Q2 2022.
Advisor Partners left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2022.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #727 holding.
Advisor Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and has held it in 10 quarters since.
Advisor Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $2.89M in Q4 2019.
527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.