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

MorganRosel 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
2023 Q1	–	Sell	-13,137	Closed	-$1.44M	–	97
2022 Q4	$1.44M	Sell	13,137 -82,610	-86%	-$9.08M	0.67%	25
2022 Q3	$10.5M	Buy	+95,747	New	+$10.5M	5.28%	6
2020 Q1	–	Sell	-1,849	Closed	-$204K	–	78
2019 Q4	$204K	Sell	1,849 -206	-10%	-$22.8K	0.15%	71
2019 Q3	$227K	Sell	2,055 -20,786	-91%	-$2.3M	0.19%	67
2019 Q2	$2.53M	Sell	22,841 -27,118	-54%	-$3M	2.08%	15
2019 Q1	$5.52M	Sell	49,959 -66,958	-57%	-$7.4M	4.69%	5
2018 Q4	$12.9M	Buy	+116,917	New	+$12.9M	13.35%	1

Other funds holding SHV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MorganRosel Wealth Management's SHV Position: Q1 2023 in Review

MorganRosel Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 13,137 shares — an estimated $1.44M sold.

MorganRosel Wealth Management first reported a position in SHV in Q4 2018 and held it in 7 quarters. The position peaked at $12.9M in Q4 2018. 611 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

MorganRosel Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
MorganRosel Wealth Management sold 13,137 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $1.44M.
MorganRosel Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 7 quarters.
MorganRosel Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $12.9M in Q4 2018.
611 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on MorganRosel Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.