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NewSquare Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

NewSquare Capital’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
-54
Closed -$5.94K – 942
2022
Q4 		$5.94K Hold
54
– – ﹤0.01% 354
2022
Q3 		$6K Hold
54
– – ﹤0.01% 295
2022
Q2 		$6K Hold
54
– – ﹤0.01% 281
2022
Q1 		$6K Buy
+54
New +$5.96K ﹤0.01% 301
2015
Q1 		– Sell
-559
Closed -$62K – 341
2014
Q4 		$62K Buy
+559
New +$61.6K 0.02% 141

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewSquare Capital's SHV Position: Q1 2023 in Review

NewSquare Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 54 shares — an estimated $5.94K sold.

NewSquare Capital first reported a position in SHV in Q4 2014 and held it in 5 quarters. The position peaked at $62K in Q4 2014. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • NewSquare Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • NewSquare Capital sold 54 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $5.94K.
  • NewSquare Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2014 and held it in 5 quarters.
  • NewSquare Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $62K in Q4 2014.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on NewSquare Capital's 13F filing for Q1 2023, filed 1 May 2023.