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

Robertson Stephens 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
2024 Q2	–	Sell	-4,430	Closed	-$490K	–	531
2024 Q1	$490K	Sell	4,430 -3,996	-47%	-$441K	0.03%	344
2023 Q4	$928K	Buy	+8,426	New	+$929K	0.06%	233
2022 Q1	–	Sell	-2,383	Closed	-$263K	–	403
2021 Q4	$263K	Sell	2,383 -794	-25%	-$87.7K	0.02%	337
2021 Q3	$350K	Sell	3,177 -206	-6%	-$22.8K	0.04%	241
2021 Q2	$373K	Sell	3,383 -3,315	-49%	-$366K	0.04%	233
2021 Q1	$740K	Sell	6,698 -1,674	-20%	-$185K	0.12%	136
2020 Q4	$925K	Sell	8,372 -4,077	-33%	-$451K	0.19%	89
2020 Q3	$1.38M	Sell	12,449 -7,615	-38%	-$843K	0.34%	55
2020 Q2	$2.22M	Sell	20,064 -7,010	-26%	-$777K	0.64%	39
2020 Q1	$3.01M	Buy	+27,074	New	+$3M	1.03%	25

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Robertson Stephens Wealth Management's SHV Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 4,430 shares — an estimated $490K sold.

Robertson Stephens Wealth Management first reported a position in SHV in Q1 2020 and held it in 10 quarters. The position peaked at $3.01M in Q1 2020. 674 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

Robertson Stephens Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 4,430 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $490K.
Robertson Stephens Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 10 quarters.
Robertson Stephens Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $3.01M in Q1 2020.
674 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.