Heritage Wealth Management (Arizona)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Heritage Wealth Management (Arizona)’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	$558K	Buy	5,080 +2,484	+96%	+$273K	0.08%	190
2022 Q3	$286K	Buy	2,596 +596	+30%	+$65.6K	0.09%	163
2022 Q2	$220K	Hold	2,000	–	–	0.07%	219
2022 Q1	$221K	Buy	+2,000	New	+$221K	0.06%	256
2021 Q3	$221K	Hold	2,000	–	–	0.08%	198
2021 Q2	$221K	Hold	2,000	–	–	0.08%	207
2021 Q1	$221K	Buy	+2,000	New	+$221K	0.12%	148

Other funds holding SHV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Heritage Wealth Management (Arizona)'s SHV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 96% in Q4 2022, buying an estimated $273K and bringing the position to 5,080 shares worth $558K. The position accounts for 0.08% of the portfolio, ranked #190.

Heritage Wealth Management (Arizona) first reported a position in SHV in Q1 2021 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

Heritage Wealth Management (Arizona) held 5,080 shares of iShares 0-1 Year Treasury Bond ETF worth $558K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,484 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $273K.
iShares 0-1 Year Treasury Bond ETF made up 0.08% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #190 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 7 quarters since.
595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.