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InterOcean Capital Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

InterOcean Capital 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
Q2 		– Sell
-26,793
Closed -$2.96M – 479
2023
Q1 		$2.96M Sell
26,793
-20,487
-43% -$2.26M 0.1% 112
2022
Q4 		$5.2M Buy
+47,280
New +$5.2M 0.19% 87

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Envestnet Asset Management
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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

InterOcean Capital Group's SHV Position: Q2 2023 in Review

InterOcean Capital Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 26,793 shares — an estimated $2.96M sold.

InterOcean Capital Group first reported a position in SHV in Q4 2022 and held it in 2 quarters. The position peaked at $5.2M in Q4 2022. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • InterOcean Capital Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • InterOcean Capital Group sold 26,793 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $2.96M.
  • InterOcean Capital Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • InterOcean Capital Group's iShares 0-1 Year Treasury Bond ETF position peaked at $5.2M in Q4 2022.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on InterOcean Capital Group's 13F filing for Q2 2023, filed 14 Aug 2023.