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

BBR 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 Q2	–	Sell	-3,028	Closed	-$335K	–	168
2023 Q1	$335K	Buy	+3,028	New	+$334K	0.04%	117

Other funds holding SHV

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BBR Partners's SHV Position: Q2 2023 in Review

BBR Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 3,028 shares — an estimated $335K sold.

BBR Partners first reported a position in SHV in Q1 2023 and held it in 1 quarter. The position peaked at $335K in Q1 2023. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

BBR Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
BBR Partners sold 3,028 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $335K.
BBR Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
BBR Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $335K in Q1 2023.
635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on BBR Partners's 13F filing for Q2 2023, filed 8 Aug 2023.