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

Clarkston 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
2023
Q4 		– Sell
-159
Closed -$17.6K – 173
2023
Q3 		$17.6K Buy
+159
New +$17.5K ﹤0.01% 157

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BlackRock
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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

Clarkston Capital Partners's SHV Position: Q4 2023 in Review

Clarkston Capital Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2023, closing a stake of 159 shares — an estimated $17.6K sold.

Clarkston Capital Partners first reported a position in SHV in Q3 2023 and held it in 1 quarter. The position peaked at $17.6K in Q3 2023. 696 funds tracked by Wall St. Rank hold SHV as of Q4 2023.

  • Clarkston Capital Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Clarkston Capital Partners sold 159 iShares 0-1 Year Treasury Bond ETF shares in Q4 2023, an estimated $17.6K.
  • Clarkston Capital Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Clarkston Capital Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $17.6K in Q3 2023.
  • 696 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2023.

Based on Clarkston Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.