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Arcadia Wealth Management (New Hampshire)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		– Sell
-3,060
Closed -$336K – 62
2022
Q4 		$336K Buy
+3,060
New +$336K 0.3% 44

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SW
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Arcadia Wealth Management (New Hampshire)'s SHV Position: Q1 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 3,060 shares — an estimated $336K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in SHV in Q4 2022 and held it in 1 quarter. The position peaked at $336K in Q4 2022. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Arcadia Wealth Management (New Hampshire) reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 3,060 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $336K.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Arcadia Wealth Management (New Hampshire)'s iShares 0-1 Year Treasury Bond ETF position peaked at $336K in Q4 2022.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q1 2023, filed 20 Apr 2023.