MW
SHV icon

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

Milestone 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
Q3 		$491K Sell
4,464
-1,136
-20% -$125K 0.55% 27
2022
Q2 		$617K Hold
5,600
– – 0.65% 23
2022
Q1 		$618K Hold
5,600
– – 0.5% 25
2021
Q4 		$618K Buy
+5,600
New +$618K 0.5% 25

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Milestone Wealth's SHV Position: Q3 2022 in Review

Milestone Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 20% in Q3 2022, selling an estimated $125K and leaving 4,464 shares worth $491K. The position accounts for 0.55% of the portfolio, ranked #27.

Milestone Wealth first reported a position in SHV in Q4 2021 and has held it in 4 quarters since. The position peaked at $618K in Q1 2022. 550 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Milestone Wealth held 4,464 shares of iShares 0-1 Year Treasury Bond ETF worth $491K as of Q3 2022.
  • Milestone Wealth sold 1,136 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $125K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.55% of Milestone Wealth's portfolio in Q3 2022, its #27 holding.
  • Milestone Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $618K in Q1 2022.
  • 550 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.