APA
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American Portfolios Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

American Portfolios Advisors’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
Q3 		$23.1M Buy
210,030
+103,972
+98% +$11.4M 0.98% 11
2022
Q2 		$11.7M Buy
106,058
+8,317
+9% +$916K 0.48% 32
2022
Q1 		$10.8M Buy
97,741
+8,836
+10% +$975K 0.37% 43
2021
Q4 		$9.82M Sell
88,905
-32,324
-27% -$3.57M 0.33% 47
2021
Q3 		$13.4M Buy
121,229
+29,694
+32% +$3.28M 0.5% 25
2021
Q2 		$10.1M Sell
91,535
-42,518
-32% -$4.7M 0.39% 41
2021
Q1 		$14.8M Buy
134,053
+43,199
+48% +$4.77M 0.65% 19
2020
Q4 		$10M Sell
90,854
-8,352
-8% -$924K 0.51% 28
2020
Q3 		$11M Buy
99,206
+9,867
+11% +$1.09M 0.63% 22
2020
Q2 		$9.89M Buy
89,339
+28,747
+47% +$3.19M 0.65% 25
2020
Q1 		$6.73M Buy
60,592
+1,973
+3% +$218K 0.56% 32
2019
Q4 		$6.48M Sell
58,619
-2,060
-3% -$228K 0.46% 39
2019
Q3 		$6.71M Buy
60,679
+3,280
+6% +$363K 0.55% 31
2019
Q2 		$6.35M Buy
57,399
+2,930
+5% +$324K 0.54% 30
2019
Q1 		$6.02M Sell
54,469
-557
-1% -$61.5K 0.57% 33
2018
Q4 		$6.07M Buy
55,026
+15,370
+39% +$1.7M 0.75% 19
2018
Q3 		$4.38M Buy
39,656
+38,060
+2,385% +$4.2M 0.5% 37
2018
Q2 		$176K Buy
1,596
+1,527
+2,213% +$168K 0.02% 598
2018
Q1 		$7.62K Hold
69
– – ﹤0.01% 1729
2017
Q4 		$7.61K Buy
+69
New +$7.61K ﹤0.01% 1655

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's SHV Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 98% in Q3 2022, buying an estimated $11.4M and bringing the position to 210,030 shares worth $23.1M. The position accounts for 0.98% of the portfolio, ranked #11.

American Portfolios Advisors first reported a position in SHV in Q4 2017 and has held it in 20 quarters since. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • American Portfolios Advisors held 210,030 shares of iShares 0-1 Year Treasury Bond ETF worth $23.1M as of Q3 2022.
  • American Portfolios Advisors bought 103,972 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $11.4M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.98% of American Portfolios Advisors's portfolio in Q3 2022, its #11 holding.
  • American Portfolios Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.