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Shilanski & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Shilanski & Associates’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 		– Sell
-21,470
Closed -$2.36M – 193
2022
Q3 		$2.36M Buy
+21,470
New +$2.36M 0.87% 24

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Shilanski & Associates's SHV Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 21,470 shares — an estimated $2.36M sold.

Shilanski & Associates first reported a position in SHV in Q3 2022 and held it in 1 quarter. The position peaked at $2.36M in Q3 2022. 594 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 21,470 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $2.36M.
  • Shilanski & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $2.36M in Q3 2022.
  • 594 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.