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

AJ Wealth Strategies’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 		$245K Buy
+2,220
New +$245K 0.01% 261
2019
Q2 		– Sell
-2,899
Closed -$321K – 114
2019
Q1 		$321K Buy
+2,899
New +$320K 0.05% 86

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

AJ Wealth Strategies's SHV Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023: 2,220 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: AJ Wealth Strategies previously reported a position in SHV as recently as Q1 2019.

AJ Wealth Strategies first reported a position in SHV in Q1 2019 and has held it in 2 quarters since. The position peaked at $321K in Q1 2019. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • AJ Wealth Strategies held 2,220 shares of iShares 0-1 Year Treasury Bond ETF worth $245K as of Q2 2023.
  • iShares 0-1 Year Treasury Bond ETF was a new AJ Wealth Strategies position in Q2 2023.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #261 holding.
  • AJ Wealth Strategies first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 2 quarters since.
  • AJ Wealth Strategies's iShares 0-1 Year Treasury Bond ETF position peaked at $321K in Q1 2019.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.