TA
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Tactive Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Tactive Advisors’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
Q1 		– Sell
-77,628
Closed -$8.53M – 68
2022
Q4 		$8.53M Buy
+77,628
New +$8.53M 5.58% 5

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tactive Advisors's SHV Position: Q1 2023 in Review

Tactive Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 77,628 shares — an estimated $8.53M sold.

Tactive Advisors first reported a position in SHV in Q4 2022 and held it in 1 quarter. The position peaked at $8.53M in Q4 2022. 611 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Tactive Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Tactive Advisors sold 77,628 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $8.53M.
  • Tactive Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Tactive Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $8.53M in Q4 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Tactive Advisors's 13F filing for Q1 2023, filed 2 Feb 2024.