IWP
SHV icon

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

Icon Wealth Partners’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
Q2 		– Sell
-6,016
Closed -$665K – 430
2023
Q1 		$665K Buy
+6,016
New +$663K 0.07% 166
2019
Q2 		– Sell
-503
Closed -$56K – 656
2019
Q1 		$56K Buy
+503
New +$55.6K 0.02% 346
2018
Q3 		– Sell
-792
Closed -$87K – 642
2018
Q2 		$87K Buy
+792
New +$87.4K 0.04% 266

Other funds holding SHV

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
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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Icon Wealth Partners's SHV Position: Q2 2023 in Review

Icon Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 6,016 shares — an estimated $665K sold.

Icon Wealth Partners first reported a position in SHV in Q2 2018 and held it in 3 quarters. The position peaked at $665K in Q1 2023. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Icon Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 6,016 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $665K.
  • Icon Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 3 quarters.
  • Icon Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $665K in Q1 2023.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Icon Wealth Partners's 13F filing for Q2 2023, filed 3 Aug 2023.