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Leon Cooperman’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Leon Cooperman’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
-3,052
Closed -$337K – 56
2023
Q1 		$337K Buy
+3,052
New +$336K 0.02% 49

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

Leon Cooperman's SHV Position: Q2 2023 in Review

Leon Cooperman sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 3,052 shares — an estimated $337K sold.

Leon Cooperman first reported a position in SHV in Q1 2023 and held it in 1 quarter. The position peaked at $337K in Q1 2023. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Leon Cooperman reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Leon Cooperman sold 3,052 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $337K.
  • Leon Cooperman first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Leon Cooperman's iShares 0-1 Year Treasury Bond ETF position peaked at $337K in Q1 2023.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Cooperman Leon G's 13F filing for Q2 2023, filed 30 Aug 2023.