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

Tectonic 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
-319
Closed -$35.1K – 260
2022
Q4 		$35.1K Hold
319
– – 0.01% 252
2022
Q3 		$35K Sell
319
-5
-2% -$550 0.01% 203
2022
Q2 		$36K Hold
324
– – 0.01% 205
2022
Q1 		$36K Hold
324
– – 0.01% 207
2021
Q4 		$36K Sell
324
-61
-16% -$6.74K 0.01% 204
2021
Q3 		$43K Sell
385
-26
-6% -$2.87K 0.01% 199
2021
Q2 		$45K Hold
411
– – 0.01% 197
2021
Q1 		$45K Buy
411
+1
+0.2% +$111 0.01% 183
2020
Q4 		$45K Buy
+410
New +$45.4K 0.01% 174

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

Tectonic Advisors's SHV Position: Q1 2023 in Review

Tectonic Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 319 shares — an estimated $35.1K sold.

Tectonic Advisors first reported a position in SHV in Q4 2020 and held it in 9 quarters. The position peaked at $45K in Q2 2021. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Tectonic Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Tectonic Advisors sold 319 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $35.1K.
  • Tectonic Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
  • Tectonic Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $45K in Q2 2021.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Tectonic Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.