LWM
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Liberty Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Liberty Wealth Management’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
Q3 		– Sell
-2,638
Closed -$291K – 191
2023
Q2 		$291K Buy
+2,638
New +$291K 0.07% 138
2019
Q1 		– Sell
-128
Closed -$14K – 835
2018
Q4 		$14K Buy
+128
New +$14.1K 0.01% 379

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Liberty Wealth Management's SHV Position: Q3 2023 in Review

Liberty Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2023, closing a stake of 2,638 shares — an estimated $291K sold.

Liberty Wealth Management first reported a position in SHV in Q4 2018 and held it in 2 quarters. The position peaked at $291K in Q2 2023. 649 funds tracked by Wall St. Rank hold SHV as of Q3 2023.

  • Liberty Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Liberty Wealth Management sold 2,638 iShares 0-1 Year Treasury Bond ETF shares in Q3 2023, an estimated $291K.
  • Liberty Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
  • Liberty Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $291K in Q2 2023.
  • 649 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2023.

Based on Liberty Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.