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Cedar Brook Financial Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cedar Brook Financial 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
-5,081
Closed -$559K – 386
2022
Q3 		$559K Sell
5,081
-556
-10% -$61.2K 0.18% 142
2022
Q2 		$621K Buy
5,637
+2,220
+65% +$245K 0.19% 133
2022
Q1 		$377K Buy
+3,417
New +$377K 0.1% 225
2021
Q4 		– Sell
-1,995
Closed -$220K – 393
2021
Q3 		$220K Sell
1,995
-838
-30% -$92.6K 0.07% 311
2021
Q2 		$313K Buy
2,833
+193
+7% +$21.3K 0.09% 260
2021
Q1 		$292K Buy
2,640
+67
+3% +$7.41K 0.1% 228
2020
Q4 		$284K Buy
2,573
+138
+6% +$15.3K 0.1% 226
2020
Q3 		$270K Buy
2,435
+30
+1% +$3.32K 0.11% 218
2020
Q2 		$266K Buy
+2,405
New +$266K 0.12% 210
2019
Q4 		– Sell
-1,918
Closed -$212K – 320
2019
Q3 		$212K Sell
1,918
-79
-4% -$8.73K 0.09% 274
2019
Q2 		$221K Buy
+1,997
New +$221K 0.1% 263
2019
Q1 		– Sell
-6,592
Closed -$727K – 299
2018
Q4 		$727K Buy
+6,592
New +$727K 0.44% 70

Other funds holding SHV

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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

Cedar Brook Financial Partners's SHV Position: Q4 2022 in Review

Cedar Brook Financial Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 5,081 shares — an estimated $559K sold.

Cedar Brook Financial Partners first reported a position in SHV in Q4 2018 and held it in 12 quarters. The position peaked at $727K in Q4 2018. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • Cedar Brook Financial Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 5,081 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $559K.
  • Cedar Brook Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 12 quarters.
  • Cedar Brook Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $727K in Q4 2018.
  • 595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2022, filed 1 Feb 2023.