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FirstPurpose Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

FirstPurpose Wealth’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
Q2 		– Sell
-2,779
Closed -$306K – 155
2022
Q1 		$306K Sell
2,779
-1,191
-30% -$131K 0.24% 96
2021
Q4 		$438K Buy
+3,970
New +$438K 0.28% 64

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FirstPurpose Wealth's SHV Position: Q2 2022 in Review

FirstPurpose Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 2,779 shares — an estimated $306K sold.

FirstPurpose Wealth first reported a position in SHV in Q4 2021 and held it in 2 quarters. The position peaked at $438K in Q4 2021. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

  • FirstPurpose Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • FirstPurpose Wealth sold 2,779 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $306K.
  • FirstPurpose Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • FirstPurpose Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $438K in Q4 2021.
  • 527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on FirstPurpose Wealth's 13F filing for Q2 2022, filed 25 Jul 2022.