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Danda Trouve Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Danda Trouve Investment 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
2022
Q3 		$5.32M Buy
48,397
+359
+0.7% +$39.5K 9.84% 1
2022
Q2 		$5.29M Buy
+48,038
New +$5.29M 8.14% 2

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 $21.9B AUM 68.6% 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

Danda Trouve Investment Management's SHV Position: Q3 2022 in Review

Danda Trouve Investment Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.75% in Q3 2022, buying an estimated $39.5K and bringing the position to 48,397 shares worth $5.32M. The position accounts for 9.84% of the portfolio, ranked #1.

Danda Trouve Investment Management first reported a position in SHV in Q2 2022 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Danda Trouve Investment Management held 48,397 shares of iShares 0-1 Year Treasury Bond ETF worth $5.32M as of Q3 2022.
  • Danda Trouve Investment Management bought 359 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $39.5K.
  • iShares 0-1 Year Treasury Bond ETF made up 9.84% of Danda Trouve Investment Management's portfolio in Q3 2022, its #1 holding.
  • Danda Trouve Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.