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IVC Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

IVC Wealth 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
2022
Q1 		– Sell
-5,648
Closed -$624K – 154
2021
Q4 		$624K Sell
5,648
-391
-6% -$43.2K 0.4% 63
2021
Q3 		$667K Buy
6,039
+1,975
+49% +$218K 0.46% 57
2021
Q2 		$449K Buy
+4,064
New +$449K 0.32% 80

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return

IVC Wealth Advisors's SHV Position: Q1 2022 in Review

IVC Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 5,648 shares — an estimated $624K sold.

IVC Wealth Advisors first reported a position in SHV in Q2 2021 and held it in 3 quarters. The position peaked at $667K in Q3 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • IVC Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • IVC Wealth Advisors sold 5,648 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $624K.
  • IVC Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2021 and held it in 3 quarters.
  • IVC Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $667K in Q3 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on IVC Wealth Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.