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Resolute Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Resolute Financial’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 		$1.06M Buy
9,637
+73
+0.8% +$8.02K 0.9% 28
2022
Q3 		$1.05M Buy
9,564
+11
+0.1% +$1.21K 1% 27
2022
Q2 		$1.05M Buy
9,553
+9
+0.1% +$991 0.91% 26
2022
Q1 		$1.05M Sell
9,544
-451
-5% -$49.8K 0.86% 28
2021
Q4 		$1.1M Buy
+9,995
New +$1.1M 0.82% 30

Other funds holding SHV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Resolute Financial's SHV Position: Q4 2022 in Review

Resolute Financial increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.76% in Q4 2022, buying an estimated $8.02K and bringing the position to 9,637 shares worth $1.06M. The position accounts for 0.9% of the portfolio, ranked #28.

Resolute Financial first reported a position in SHV in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.1M in Q4 2021. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • Resolute Financial held 9,637 shares of iShares 0-1 Year Treasury Bond ETF worth $1.06M as of Q4 2022.
  • Resolute Financial bought 73 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $8.02K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.9% of Resolute Financial's portfolio in Q4 2022, its #28 holding.
  • Resolute Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $1.1M in Q4 2021.
  • 595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.