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

Ahrens Investment 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
2023 Q1	$378K	Buy	+3,425	New	+$377K	0.19%	91

Other funds holding SHV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Ahrens Investment Partners's SHV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023: 3,425 shares worth $378K. The stake represents 0.19% of the portfolio and ranks #91 among its holdings.

612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

Ahrens Investment Partners held 3,425 shares of iShares 0-1 Year Treasury Bond ETF worth $378K as of Q1 2023.
iShares 0-1 Year Treasury Bond ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares 0-1 Year Treasury Bond ETF made up 0.19% of Ahrens Investment Partners's portfolio in Q1 2023, its #91 holding.
612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.