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

Cardinal Point Wealth Management Partners’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	$3.41M	Sell	30,856 -2,424	-7%	-$267K	1.04%	12
2022 Q4	$3.66M	Buy	+33,280	New	+$3.66M	1.26%	11
2022 Q3	–	Sell	-31,775	Closed	-$3.5M	–	53
2022 Q2	$3.5M	Sell	31,775 -2,150	-6%	-$237K	1.68%	10
2022 Q1	$3.74M	Sell	33,925 -9,625	-22%	-$1.06M	1.67%	10
2021 Q4	$4.81M	Buy	+43,550	New	+$4.81M	2.08%	13

Other funds holding SHV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cardinal Point Wealth Management Partners's SHV Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.3% in Q1 2023, selling an estimated $267K and leaving 30,856 shares worth $3.41M. The position accounts for 1.04% of the portfolio, ranked #12.

Cardinal Point Wealth Management Partners first reported a position in SHV in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.81M in Q4 2021. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

Cardinal Point Wealth Management Partners held 30,856 shares of iShares 0-1 Year Treasury Bond ETF worth $3.41M as of Q1 2023.
Cardinal Point Wealth Management Partners sold 2,424 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $267K.
iShares 0-1 Year Treasury Bond ETF made up 1.04% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #12 holding.
Cardinal Point Wealth Management Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 5 quarters since.
Cardinal Point Wealth Management Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $4.81M in Q4 2021.
612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.