MA
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MJP Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

MJP 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
-2,437
Closed -$269K – 188
2023
Q2 		$269K Buy
+2,437
New +$269K 0.09% 112
2022
Q3 		– Sell
-8,496
Closed -$935K – 141
2022
Q2 		$935K Buy
8,496
+587
+7% +$64.7K 0.26% 41
2022
Q1 		$872K Hold
7,909
– – 0.22% 53
2021
Q4 		$873K Hold
7,909
– – 0.26% 54
2021
Q3 		$874K Hold
7,909
– – 0.3% 46
2021
Q2 		$874K Hold
7,909
– – 0.29% 46
2021
Q1 		$874K Hold
7,909
– – 0.35% 42
2020
Q4 		$874K Buy
+7,909
New +$875K 0.37% 41

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Bank of America
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Wells Fargo
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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

MJP Associates's SHV Position: Q3 2023 in Review

MJP Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2023, closing a stake of 2,437 shares — an estimated $269K sold.

MJP Associates first reported a position in SHV in Q4 2020 and held it in 8 quarters. The position peaked at $935K in Q2 2022. 650 funds tracked by Wall St. Rank hold SHV as of Q3 2023.

  • MJP Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • MJP Associates sold 2,437 iShares 0-1 Year Treasury Bond ETF shares in Q3 2023, an estimated $269K.
  • MJP Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 8 quarters.
  • MJP Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $935K in Q2 2022.
  • 650 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2023.

Based on MJP Associates's 13F filing for Q3 2023, filed 11 Oct 2023.