P
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Palladiem’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Palladiem’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
-11,920
Closed -$1.31M – 59
2022
Q4 		$1.31M Sell
11,920
-1,700
-12% -$187K 1.36% 20
2022
Q3 		$1.5M Buy
13,620
+630
+5% +$69.3K 1.57% 18
2022
Q2 		$1.43M Buy
+12,990
New +$1.43M 1.42% 19
2022
Q1 		– Sell
-14,955
Closed -$1.65M – 69
2021
Q4 		$1.65M Sell
14,955
-90,486
-86% -$9.99M 1.33% 16
2021
Q3 		$11.6M Sell
105,441
-7,833
-7% -$865K 9.42% 3
2021
Q2 		$12.5M Sell
113,274
-11,467
-9% -$1.27M 10.11% 1
2021
Q1 		$13.8M Buy
+124,741
New +$13.8M 12.02% 1

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

Palladiem's SHV Position: Q1 2023 in Review

Palladiem sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 11,920 shares — an estimated $1.31M sold.

Palladiem first reported a position in SHV in Q1 2021 and held it in 7 quarters. The position peaked at $13.8M in Q1 2021. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Palladiem reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Palladiem sold 11,920 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $1.31M.
  • Palladiem first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and held it in 7 quarters.
  • Palladiem's iShares 0-1 Year Treasury Bond ETF position peaked at $13.8M in Q1 2021.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Palladiem's 13F filing for Q1 2023, filed 4 May 2023.