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Fortem Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Fortem Financial Group’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
-3,517
Closed -$387K – 162
2022
Q4 		$387K Hold
3,517
– – 0.23% 119
2022
Q3 		$387K Sell
3,517
-2,636
-43% -$290K 0.27% 111
2022
Q2 		$677K Sell
6,153
-1,066
-15% -$117K 0.44% 78
2022
Q1 		$796K Buy
7,219
+4,000
+124% +$441K 0.35% 94
2021
Q4 		$355K Hold
3,219
– – 0.16% 135
2021
Q3 		$356K Buy
+3,219
New +$356K 0.18% 129

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortem Financial Group's SHV Position: Q1 2023 in Review

Fortem Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 3,517 shares — an estimated $387K sold.

Fortem Financial Group first reported a position in SHV in Q3 2021 and held it in 6 quarters. The position peaked at $796K in Q1 2022. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Fortem Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Fortem Financial Group sold 3,517 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $387K.
  • Fortem Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2021 and held it in 6 quarters.
  • Fortem Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $796K in Q1 2022.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Fortem Financial Group's 13F filing for Q1 2023, filed 21 Apr 2023.