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TCI Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TCI Wealth 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
-560
Closed -$61.6K – 2622
2022
Q4 		$61.6K Buy
+560
New +$61.5K 0.01% 350
2019
Q1 		– Sell
-1,666
Closed -$184K – 1529
2018
Q4 		$184K Buy
+1,666
New +$184K 0.09% 149

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCI Wealth Advisors's SHV Position: Q1 2023 in Review

TCI Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 560 shares — an estimated $61.6K sold.

TCI Wealth Advisors first reported a position in SHV in Q4 2018 and held it in 2 quarters. The position peaked at $184K in Q4 2018. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • TCI Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 560 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $61.6K.
  • TCI Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
  • TCI Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $184K in Q4 2018.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.