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Burleson & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Burleson & Co’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
-12
Closed -$1K – 449
2021
Q4 		$1K Buy
+12
New +$1.32K ﹤0.01% 341

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JP Morgan Chase
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Morgan Stanley
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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

Burleson & Co's SHV Position: Q1 2022 in Review

Burleson & Co sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 12 shares — an estimated $1K sold.

Burleson & Co first reported a position in SHV in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Burleson & Co reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Burleson & Co sold 12 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $1K.
  • Burleson & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Burleson & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $1K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Burleson & Co's 13F filing for Q1 2022, filed 25 Apr 2022.