GW
SHV icon

GW & Wade’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

GW & Wade’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
Q4 		– Sell
-5,715
Closed -$629K – 406
2022
Q3 		$629K Hold
5,715
– – 0.03% 217
2022
Q2 		$629K Buy
+5,715
New +$630K 0.03% 226

Other funds holding SHV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

GW & Wade's SHV Position: Q4 2022 in Review

GW & Wade sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 5,715 shares — an estimated $629K sold.

GW & Wade first reported a position in SHV in Q2 2022 and held it in 2 quarters. The position peaked at $629K in Q3 2022. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • GW & Wade reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • GW & Wade sold 5,715 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $629K.
  • GW & Wade first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • GW & Wade's iShares 0-1 Year Treasury Bond ETF position peaked at $629K in Q3 2022.
  • 595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on GW & Wade's 13F filing for Q4 2022, filed 10 Feb 2023.