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Baker Avenue Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Baker Avenue Asset Management’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 		– Sell
-4,966
Closed -$549K – 1741
2023
Q1 		$549K Hold
4,966
– – 0.03% 246
2022
Q4 		$546K Hold
4,966
– – 0.03% 233
2022
Q3 		$546K Buy
+4,966
New +$546K 0.03% 226

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Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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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

Baker Avenue Asset Management's SHV Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 4,966 shares — an estimated $549K sold.

Baker Avenue Asset Management first reported a position in SHV in Q3 2022 and held it in 3 quarters. The position peaked at $549K in Q1 2023. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 4,966 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $549K.
  • Baker Avenue Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
  • Baker Avenue Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $549K in Q1 2023.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.