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

Madison 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
2022
Q3 		– Sell
-2,400
Closed -$264K – 164
2022
Q2 		$264K Buy
+2,400
New +$264K 0.06% 140

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Envestnet Asset Management
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CCMG
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FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madison Wealth Management's SHV Position: Q3 2022 in Review

Madison Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 2,400 shares — an estimated $264K sold.

Madison Wealth Management first reported a position in SHV in Q2 2022 and held it in 1 quarter. The position peaked at $264K in Q2 2022. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Madison Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Madison Wealth Management sold 2,400 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $264K.
  • Madison Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Madison Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $264K in Q2 2022.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Madison Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.