SFPM
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Sensible Financial Planning & Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sensible Financial Planning & 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
2022
Q3 		– Sell
-5,058
Closed -$557K – 48
2022
Q2 		$557K Buy
+5,058
New +$557K 0.14% 36
2014
Q4 		– Sell
-2,260
Closed -$249K – 73
2014
Q3 		$249K Buy
+2,260
New +$249K 0.22% 27

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 $3.86B AUM 26.3% 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

Sensible Financial Planning & Management's SHV Position: Q3 2022 in Review

Sensible Financial Planning & Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 5,058 shares — an estimated $557K sold.

Sensible Financial Planning & Management first reported a position in SHV in Q3 2014 and held it in 2 quarters. The position peaked at $557K in Q2 2022. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Sensible Financial Planning & Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 5,058 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $557K.
  • Sensible Financial Planning & Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2014 and held it in 2 quarters.
  • Sensible Financial Planning & Management's iShares 0-1 Year Treasury Bond ETF position peaked at $557K in Q2 2022.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2022, filed 7 Nov 2022.