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Clear Perspectives Financial Planning’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Clear Perspectives Financial Planning’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
Q3 		– Sell
-107,885
Closed -$11.9M – 231
2022
Q2 		$11.9M Sell
107,885
-44,990
-29% -$4.96M 4.63% 8
2022
Q1 		$16.9M Buy
+152,875
New +$16.9M 6.39% 5

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Clear Perspectives Financial Planning's SHV Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 107,885 shares — an estimated $11.9M sold.

Clear Perspectives Financial Planning first reported a position in SHV in Q1 2022 and held it in 2 quarters. The position peaked at $16.9M in Q1 2022. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Clear Perspectives Financial Planning reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 107,885 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $11.9M.
  • Clear Perspectives Financial Planning first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 2 quarters.
  • Clear Perspectives Financial Planning's iShares 0-1 Year Treasury Bond ETF position peaked at $16.9M in Q1 2022.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.