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LifePro Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

LifePro Asset 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
2022
Q4 		– Sell
-2,193
Closed -$241K – 115
2022
Q3 		$241K Buy
+2,193
New +$241K 0.14% 66

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UBS Group
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Charles Schwab
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SW
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LifePro Asset Management's SHV Position: Q4 2022 in Review

LifePro Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 2,193 shares — an estimated $241K sold.

LifePro Asset Management first reported a position in SHV in Q3 2022 and held it in 1 quarter. The position peaked at $241K in Q3 2022. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • LifePro Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • LifePro Asset Management sold 2,193 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $241K.
  • LifePro Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • LifePro Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $241K in Q3 2022.
  • 595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on LifePro Asset Management's 13F filing for Q4 2022, filed 15 Feb 2023.