MLA
SHV icon

MB, Levis & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

MB, Levis & Associates’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
-23
Closed -$2.54K – 290
2023
Q2 		$2.54K Buy
+23
New +$2.54K ﹤0.01% 242

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MB, Levis & Associates's SHV Position: Q3 2023 in Review

MB, Levis & Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2023, closing a stake of 23 shares — an estimated $2.54K sold.

MB, Levis & Associates first reported a position in SHV in Q2 2023 and held it in 1 quarter. The position peaked at $2.54K in Q2 2023. 650 funds tracked by Wall St. Rank hold SHV as of Q3 2023.

  • MB, Levis & Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • MB, Levis & Associates sold 23 iShares 0-1 Year Treasury Bond ETF shares in Q3 2023, an estimated $2.54K.
  • MB, Levis & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • MB, Levis & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $2.54K in Q2 2023.
  • 650 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2023.

Based on MB, Levis & Associates's 13F filing for Q3 2023, filed 7 May 2025.