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

Brickley 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
2022
Q1 		– Sell
-1,940
Closed -$214K – 54
2021
Q4 		$214K Buy
1,940
+107
+6% +$11.8K 0.05% 46
2021
Q3 		$202K Buy
+1,833
New +$203K 0.05% 45

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MFRM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return

Brickley Wealth Management's SHV Position: Q1 2022 in Review

Brickley Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 1,940 shares — an estimated $214K sold.

Brickley Wealth Management first reported a position in SHV in Q3 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Brickley Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Brickley Wealth Management sold 1,940 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $214K.
  • Brickley Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2021 and held it in 2 quarters.
  • Brickley Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $214K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Brickley Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.