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

Oakwell Private 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	-1,955	Closed	-$215K	–	63
2022 Q4	$215K	Sell	1,955 -73	-4%	-$8.02K	0.1%	58
2022 Q3	$223K	Sell	2,028 -3,268	-62%	-$360K	0.12%	57
2022 Q2	$583K	Buy	5,296 +3,399	+179%	+$374K	0.33%	35
2022 Q1	$209K	Sell	1,897 -353	-16%	-$38.9K	0.11%	57
2021 Q4	$248K	Sell	2,250 -222	-9%	-$24.5K	0.12%	56
2021 Q3	$273K	Buy	+2,472	New	+$273K	0.15%	55
2021 Q1	–	Sell	-1,977	Closed	-$219K	–	64
2020 Q4	$219K	Buy	+1,977	New	+$219K	0.17%	58

Other funds holding SHV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oakwell Private Wealth Management's SHV Position: Q1 2023 in Review

Oakwell Private Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 1,955 shares — an estimated $215K sold.

Oakwell Private Wealth Management first reported a position in SHV in Q4 2020 and held it in 7 quarters. The position peaked at $583K in Q2 2022. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

Oakwell Private Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Oakwell Private Wealth Management sold 1,955 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $215K.
Oakwell Private Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
Oakwell Private Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $583K in Q2 2022.
612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.