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

Sugarloaf 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
2023 Q2	–	Sell	-1,067	Closed	-$118K	–	709
2023 Q1	$118K	Buy	1,067 +5	+0.5%	+$551	0.03%	186
2022 Q4	$117K	Buy	1,062 +10	+1%	+$1.1K	0.03%	180
2022 Q3	$116K	Buy	1,052 +4	+0.4%	+$440	0.03%	182
2022 Q2	$115K	Buy	1,048 +1	+0.1%	+$110	0.03%	174
2022 Q1	$115K	Hold	1,047	–	–	0.03%	175
2021 Q4	$116K	Hold	1,047	–	–	0.03%	182
2021 Q3	$116K	Hold	1,047	–	–	0.03%	176
2021 Q2	$116K	Sell	1,047 -1,670	-61%	-$185K	0.03%	171
2021 Q1	$116K	Buy	2,717 +1,570	+137%	+$174K	0.03%	168
2020 Q4	$127K	Buy	1,147 +2	+0.2%	+$221	0.04%	155
2020 Q3	$127K	Hold	1,145	–	–	0.05%	143
2020 Q2	$127K	Buy	1,145 +3	+0.3%	+$332	0.05%	142
2020 Q1	$127K	Sell	1,142 -3,497	-75%	-$387K	0.06%	135
2019 Q4	$512K	Buy	+4,639	New	+$513K	0.22%	76

Other funds holding SHV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

BBVA

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Sugarloaf Wealth Management's SHV Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 1,067 shares — an estimated $118K sold.

Sugarloaf Wealth Management first reported a position in SHV in Q4 2019 and held it in 14 quarters. The position peaked at $512K in Q4 2019. 634 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

Sugarloaf Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 1,067 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $118K.
Sugarloaf Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 14 quarters.
Sugarloaf Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $512K in Q4 2019.
634 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.