SWP
SHV icon

Semus Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Semus Wealth Partners’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
Q2 		– Sell
-3,192
Closed -$353K – 121
2023
Q1 		$353K Sell
3,192
-414
-11% -$45.6K 0.38% 63
2022
Q4 		$396K Buy
+3,606
New +$396K 0.48% 56

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Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Semus Wealth Partners's SHV Position: Q2 2023 in Review

Semus Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 3,192 shares — an estimated $353K sold.

Semus Wealth Partners first reported a position in SHV in Q4 2022 and held it in 2 quarters. The position peaked at $396K in Q4 2022. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Semus Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Semus Wealth Partners sold 3,192 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $353K.
  • Semus Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Semus Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $396K in Q4 2022.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Semus Wealth Partners's 13F filing for Q2 2023, filed 1 Aug 2023.