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

Outlook Wealth Advisors’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
Q4 		– Sell
-2,394
Closed -$263K – 195
2022
Q3 		$263K Buy
2,394
+269
+13% +$29.6K 0.12% 158
2022
Q2 		$234K Buy
+2,125
New +$234K 0.1% 172
2021
Q4 		– Sell
-1,863
Closed -$206K – 225
2021
Q3 		$206K Sell
1,863
-180
-9% -$19.9K 0.07% 203
2021
Q2 		$226K Sell
2,043
-715
-26% -$79K 0.07% 195
2021
Q1 		$305K Buy
2,758
+23
+0.8% +$2.54K 0.11% 167
2020
Q4 		$302K Sell
2,735
-40
-1% -$4.42K 0.11% 157
2020
Q3 		$307K Sell
2,775
-26,454
-91% -$2.93M 0.12% 148
2020
Q2 		$3.24M Buy
29,229
+26,243
+879% +$2.91M 1.37% 20
2020
Q1 		$332K Buy
2,986
+105
+4% +$11.6K 0.19% 113
2019
Q4 		$318K Buy
2,881
+18
+0.6% +$1.99K 0.18% 114
2019
Q3 		$317K Buy
+2,863
New +$317K 0.19% 122

Other funds holding SHV

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Outlook Wealth Advisors's SHV Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 2,394 shares — an estimated $263K sold.

Outlook Wealth Advisors first reported a position in SHV in Q3 2019 and held it in 11 quarters. The position peaked at $3.24M in Q2 2020. 594 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • Outlook Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,394 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $263K.
  • Outlook Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 11 quarters.
  • Outlook Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $3.24M in Q2 2020.
  • 594 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.