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MA Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

MA Private Wealth’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
-2,212
Closed -$244K – 91
2021
Q4 		$244K Sell
2,212
-5,583
-72% -$617K 0.04% 87
2021
Q3 		$861K Sell
7,795
-37,547
-83% -$4.15M 0.17% 49
2021
Q2 		$5.01M Sell
45,342
-4,091
-8% -$452K 1% 25
2021
Q1 		$5.46M Sell
49,433
-266
-0.5% -$29.4K 1.14% 24
2020
Q4 		$5.49M Sell
49,699
-617
-1% -$68.3K 1.26% 21
2020
Q3 		$5.57M Buy
50,316
+9
+0% +$996 1.31% 23
2020
Q2 		$5.57M Sell
50,307
-7,893
-14% -$875K 1.39% 22
2020
Q1 		$6.46M Sell
58,200
-922
-2% -$102K 1.9% 17
2019
Q4 		$6.53M Sell
59,122
-338
-0.6% -$37.4K 2% 16
2019
Q3 		$6.58M Buy
59,460
+884
+2% +$97.7K 1.85% 15
2019
Q2 		$6.48M Buy
58,576
+12,264
+26% +$1.36M 1.89% 14
2019
Q1 		$5.12M Sell
46,312
-2,071
-4% -$229K 1.63% 16
2018
Q4 		$5.34M Buy
+48,383
New +$5.34M 2.03% 14

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

MA Private Wealth's SHV Position: Q1 2022 in Review

MA Private Wealth sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 2,212 shares — an estimated $244K sold.

MA Private Wealth first reported a position in SHV in Q4 2018 and held it in 13 quarters. The position peaked at $6.58M in Q3 2019. 490 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • MA Private Wealth reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • MA Private Wealth sold 2,212 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $244K.
  • MA Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 13 quarters.
  • MA Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $6.58M in Q3 2019.
  • 490 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on MA Private Wealth's 13F filing for Q1 2022, filed 4 May 2022.