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Beirne Wealth Consulting Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Beirne Wealth Consulting Services’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
-18,165
Closed -$2M – 107
2022
Q4 		$2M Hold
18,165
– – 0.98% 19
2022
Q3 		$2M Buy
+18,165
New +$2M 0.76% 24

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Morgan Stanley
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beirne Wealth Consulting Services's SHV Position: Q1 2023 in Review

Beirne Wealth Consulting Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 18,165 shares — an estimated $2M sold.

Beirne Wealth Consulting Services first reported a position in SHV in Q3 2022 and held it in 2 quarters. The position peaked at $2M in Q3 2022. 611 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Beirne Wealth Consulting Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 18,165 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $2M.
  • Beirne Wealth Consulting Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Beirne Wealth Consulting Services's iShares 0-1 Year Treasury Bond ETF position peaked at $2M in Q3 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2023, filed 10 May 2023.