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Leo Brokerage’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Leo Brokerage’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 		$623K Hold
5,639
– – 0.07% 161
2023
Q1 		$623K Buy
+5,639
New +$621K 0.09% 155
2022
Q2 		$269K Buy
+2,444
New +$269K 0.07% 140

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Leo Brokerage's SHV Position: Q2 2023 in Review

Leo Brokerage held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2023 at 5,639 shares worth $623K. The position accounts for 0.07% of the portfolio, ranked #161.

Leo Brokerage first reported a position in SHV in Q2 2022 and has held it in 3 quarters since. The position peaked at $623K in Q1 2023. 634 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Leo Brokerage held 5,639 shares of iShares 0-1 Year Treasury Bond ETF worth $623K as of Q2 2023.
  • Leo Brokerage left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2023.
  • iShares 0-1 Year Treasury Bond ETF made up 0.07% of Leo Brokerage's portfolio in Q2 2023, its #161 holding.
  • Leo Brokerage first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • Leo Brokerage's iShares 0-1 Year Treasury Bond ETF position peaked at $623K in Q1 2023.
  • 634 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.