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Credit Suisse’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Credit Suisse’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
2018
Q1 		– Sell
-250,000
Closed -$27.6M – 4124
2017
Q4 		$27.6M Hold
250,000
– – 0.02% 710
2017
Q3 		$27.6M Buy
+250,000
New +$27.6M 0.03% 661

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Credit Suisse's SHV Position: Q2 2023 in Review

Credit Suisse sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 65,449 shares — an estimated $7.23M sold.

Credit Suisse first reported a position in SHV in Q2 2013 and held it in 34 quarters. The position peaked at $56.1M in Q4 2016. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Credit Suisse reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Credit Suisse sold 65,449 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $7.23M.
  • Credit Suisse first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and held it in 34 quarters.
  • Credit Suisse's iShares 0-1 Year Treasury Bond ETF position peaked at $56.1M in Q4 2016.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Credit Suisse's 13F filing for Q2 2023, filed 11 Aug 2023.