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Strategic Equity Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Strategic Equity 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
Q4 		– Sell
-106,936
Closed -$11.8M – 40
2022
Q3 		$11.8M Sell
106,936
-53,655
-33% -$5.9M 4.87% 6
2022
Q2 		$17.7M Buy
+160,591
New +$17.7M 9.18% 3

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

Strategic Equity Management's SHV Position: Q4 2022 in Review

Strategic Equity Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 106,936 shares — an estimated $11.8M sold.

Strategic Equity Management first reported a position in SHV in Q2 2022 and held it in 2 quarters. The position peaked at $17.7M in Q2 2022. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • Strategic Equity Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Strategic Equity Management sold 106,936 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $11.8M.
  • Strategic Equity Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Strategic Equity Management's iShares 0-1 Year Treasury Bond ETF position peaked at $17.7M in Q2 2022.
  • 595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Strategic Equity Management's 13F filing for Q4 2022, filed 9 Feb 2023.