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

Cedar 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
Q4 		– Sell
-2,200
Closed -$243K – 296
2023
Q3 		$243K Hold
2,200
– – 0.1% 94
2023
Q2 		$243K Hold
2,200
– – 0.09% 94
2023
Q1 		$243K Hold
2,200
– – 0.1% 88
2022
Q4 		$242K Buy
2,200
+1,800
+450% +$198K 0.12% 85
2022
Q3 		$44K Buy
+400
New +$44K 0.02% 169

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cedar Wealth Management's SHV Position: Q4 2023 in Review

Cedar Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 2,200 shares — an estimated $243K sold.

Cedar Wealth Management first reported a position in SHV in Q3 2022 and held it in 5 quarters. The position peaked at $243K in Q1 2023. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

  • Cedar Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cedar Wealth Management sold 2,200 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $243K.
  • Cedar Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 5 quarters.
  • Cedar Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $243K in Q1 2023.
  • 696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Cedar Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.