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Transparent Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Transparent Wealth Partners’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
Q2 		– Sell
-3,060
Closed -$337K – 50
2022
Q1 		$337K Buy
+3,060
New +$338K 0.28% 34

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Transparent Wealth Partners's SHV Position: Q2 2022 in Review

Transparent Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 3,060 shares — an estimated $337K sold.

Transparent Wealth Partners first reported a position in SHV in Q1 2022 and held it in 1 quarter. The position peaked at $337K in Q1 2022. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

  • Transparent Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Transparent Wealth Partners sold 3,060 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $337K.
  • Transparent Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Transparent Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $337K in Q1 2022.
  • 527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Transparent Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.