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

Cahaba 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 		– Sell
-2,166
Closed -$239K – 151
2023
Q1 		$239K Sell
2,166
-258
-11% -$28.4K 0.03% 127
2022
Q4 		$266K Buy
2,424
+24
+1% +$2.64K 0.03% 116
2022
Q3 		$264K Buy
2,400
+8
+0.3% +$880 0.04% 107
2022
Q2 		$263K Buy
2,392
+2
+0.1% +$220 0.04% 114
2022
Q1 		$263K Sell
2,390
-4,534
-65% -$500K 0.04% 122
2021
Q4 		$765K Hold
6,924
– – 0.1% 55
2021
Q3 		$764K Buy
6,924
+4,534
+190% +$501K 0.11% 54
2021
Q2 		$264K Hold
2,390
– – 0.04% 69
2021
Q1 		$264K Hold
2,390
– – 0.04% 74
2020
Q4 		$264K Buy
2,390
+4
+0.2% +$443 0.04% 79
2020
Q3 		$264K Buy
2,386
+1
+0% +$111 0.05% 67
2020
Q2 		$264K Buy
2,385
+6
+0.3% +$665 0.05% 66
2020
Q1 		$264K Buy
2,379
+7
+0.3% +$775 0.07% 61
2019
Q4 		$262K Buy
2,372
+15
+0.6% +$1.66K 0.06% 65
2019
Q3 		$260K Buy
2,357
+68
+3% +$7.52K 0.06% 64
2019
Q2 		$253K Buy
2,289
+14
+0.6% +$1.55K 0.06% 65
2019
Q1 		$251K Buy
2,275
+8
+0.4% +$884 0.07% 65
2018
Q4 		$250K Buy
+2,267
New +$250K 0.08% 65

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Cahaba Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 2,166 shares — an estimated $239K sold.

Cahaba Wealth Management first reported a position in SHV in Q4 2018 and held it in 18 quarters. The position peaked at $765K in Q4 2021. 634 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Cahaba Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Cahaba Wealth Management sold 2,166 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $239K.
  • Cahaba Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 18 quarters.
  • Cahaba Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $765K in Q4 2021.
  • 634 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Cahaba Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.