CCP
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Carmel Capital Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Carmel Capital 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
2022
Q4 		– Sell
-16,385
Closed -$1.8M – 134
2022
Q3 		$1.8M Buy
16,385
+514
+3% +$56.5K 1.74% 4
2022
Q2 		$1.75M Sell
15,871
-100
-0.6% -$11K 1.63% 6
2022
Q1 		$1.76M Sell
15,971
-747
-4% -$82.4K 1.47% 6
2021
Q4 		$1.85M Buy
+16,718
New +$1.85M 1.38% 6

Other funds holding SHV

AWA
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Carmel Capital Partners's SHV Position: Q4 2022 in Review

Carmel Capital Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 16,385 shares — an estimated $1.8M sold.

Carmel Capital Partners first reported a position in SHV in Q4 2021 and held it in 4 quarters. The position peaked at $1.85M in Q4 2021. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • Carmel Capital Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Carmel Capital Partners sold 16,385 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $1.8M.
  • Carmel Capital Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
  • Carmel Capital Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.85M in Q4 2021.
  • 595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Carmel Capital Partners's 13F filing for Q4 2022, filed 17 Jan 2023.