BerganKDV Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

BerganKDV Wealth 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	$23.5K	Sell	213 -495	-70%	-$54.6K	﹤0.01%	475
2023 Q1	$78.2K	Buy	+708	New	+$78K	0.01%	342
2020 Q3	–	Sell	-22	Closed	-$2K	–	996
2020 Q2	$2K	Sell	22 -76	-78%	-$8.42K	﹤0.01%	785
2020 Q1	$11K	Hold	98	–	–	﹤0.01%	483
2019 Q4	$11K	Buy	98 +1	+1%	+$111	﹤0.01%	520
2019 Q3	$11K	Sell	97 -25	-20%	-$2.76K	﹤0.01%	493
2019 Q2	$13K	Buy	122 +1	+0.8%	+$110	﹤0.01%	487
2019 Q1	$13K	Buy	121 +22	+22%	+$2.43K	﹤0.01%	494
2018 Q4	$11K	Buy	99 +1	+1%	+$110	﹤0.01%	468
2018 Q3	$11K	Sell	98 -24	-20%	-$2.65K	﹤0.01%	483
2018 Q2	$13K	Buy	+122	New	+$13.5K	﹤0.01%	468
2017 Q1	–	Sell	-1,976	Closed	-$218K	–	177
2016 Q4	$218K	Buy	+1,976	New	+$218K	0.07%	151

Other funds holding SHV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BerganKDV Wealth Management's SHV Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 70% in Q2 2023, selling an estimated $54.6K and leaving 213 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

BerganKDV Wealth Management first reported a position in SHV in Q4 2016 and has held it in 12 quarters since. The position peaked at $218K in Q4 2016. 634 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

BerganKDV Wealth Management held 213 shares of iShares 0-1 Year Treasury Bond ETF worth $23.5K as of Q2 2023.
BerganKDV Wealth Management sold 495 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $54.6K.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #475 holding.
BerganKDV Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2016 and has held it in 12 quarters since.
BerganKDV Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $218K in Q4 2016.
634 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.