HHGA
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Halbert Hargrove Global Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Halbert Hargrove Global Advisors’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
-2,364
Closed -$260K – 177
2022
Q4 		$260K Sell
2,364
-891,896
-100% -$98M 0.02% 124
2022
Q3 		$98.4M Sell
894,260
-1,525
-0.2% -$168K 7.6% 5
2022
Q2 		$98.6M Sell
895,785
-992
-0.1% -$109K 7.31% 6
2022
Q1 		$98.9M Buy
896,777
+11,618
+1% +$1.28M 6.52% 6
2021
Q4 		$97.7M Buy
+885,159
New +$97.8M 6.22% 6
2020
Q3 		– Sell
-769,891
Closed -$85.3M – 105
2020
Q2 		$85.3M Sell
769,891
-5,698
-0.7% -$631K 12.53% 3
2020
Q1 		$86.1M Buy
+775,589
New +$85.8M 15.03% 2
2019
Q1 		– Sell
-830,263
Closed -$91.6M – 75
2018
Q4 		$91.6M Sell
830,263
-8,262
-1% -$912K 21.07% 2
2018
Q3 		$92.6M Sell
838,525
-198
-0% -$21.9K 24.04% 2
2018
Q2 		$92.6M Buy
+838,723
New +$92.5M 24.4% 2
2016
Q3 		– Sell
-629,157
Closed -$69.5M – 76
2016
Q2 		$69.5M Buy
+629,157
New +$69.5M 19.92% 3

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

Halbert Hargrove Global Advisors's SHV Position: Q1 2023 in Review

Halbert Hargrove Global Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 2,364 shares — an estimated $260K sold.

Halbert Hargrove Global Advisors first reported a position in SHV in Q2 2016 and held it in 11 quarters. The position peaked at $98.9M in Q1 2022. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Halbert Hargrove Global Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2,364 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $260K.
  • Halbert Hargrove Global Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2016 and held it in 11 quarters.
  • Halbert Hargrove Global Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $98.9M in Q1 2022.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.