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

Oxler Private Wealth’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
Q3 		– Hold
0
– – – 117
2021
Q1 		– Sell
-571
Closed -$85K – 194
2020
Q4 		$85K Buy
+571
New +$63.2K 0.05% 139

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oxler Private Wealth's SHV Position: Q3 2022 in Review

Oxler Private Wealth held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q3 2022 at 0 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #117.

Oxler Private Wealth first reported a position in SHV in Q4 2020 and has held it in 1 quarter since. The position peaked at $85K in Q4 2020. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Oxler Private Wealth held 0 shares of iShares 0-1 Year Treasury Bond ETF worth $131K as of Q3 2022.
  • Oxler Private Wealth left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q3 2022.
  • iShares 0-1 Year Treasury Bond ETF made up 0.07% of Oxler Private Wealth's portfolio in Q3 2022, its #117 holding.
  • Oxler Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 1 quarter since.
  • Oxler Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $85K in Q4 2020.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.