EWG Elevate’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

EWG Elevate’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 Q1	–	Sell	-706	Closed	-$77.6K	–	643
2022 Q4	$77.6K	Buy	+706	New	+$77.6K	0.04%	131

Other funds holding SHV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWG Elevate's SHV Position: Q1 2023 in Review

EWG Elevate sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 706 shares — an estimated $77.6K sold.

EWG Elevate first reported a position in SHV in Q4 2022 and held it in 1 quarter. The position peaked at $77.6K in Q4 2022. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

EWG Elevate reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 706 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $77.6K.
EWG Elevate first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
EWG Elevate's iShares 0-1 Year Treasury Bond ETF position peaked at $77.6K in Q4 2022.
612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.