EFG Capital International’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

EFG Capital International’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 Q2	$912K	Buy	+8,259	New	+$911K	0.21%	97

Other funds holding SHV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EFG Capital International's SHV Position: Q2 2023 in Review

EFG Capital International opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023: 8,259 shares worth $912K. The stake represents 0.21% of the portfolio and ranks #97 among its holdings.

634 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

EFG Capital International held 8,259 shares of iShares 0-1 Year Treasury Bond ETF worth $912K as of Q2 2023.
iShares 0-1 Year Treasury Bond ETF was a new EFG Capital International position in Q2 2023.
iShares 0-1 Year Treasury Bond ETF made up 0.21% of EFG Capital International's portfolio in Q2 2023, its #97 holding.
634 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.