T
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TRUADVICE’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

TRUADVICE’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
Q3 		$407K Buy
+3,691
New +$407K 0.16% 150

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TRUADVICE's SHV Position: Q3 2023 in Review

TRUADVICE opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2023: 3,691 shares worth $407K. The stake represents 0.16% of the portfolio and ranks #150 among its holdings.

650 funds tracked by Wall St. Rank hold SHV as of Q3 2023.

  • TRUADVICE held 3,691 shares of iShares 0-1 Year Treasury Bond ETF worth $407K as of Q3 2023.
  • iShares 0-1 Year Treasury Bond ETF was a new TRUADVICE position in Q3 2023.
  • iShares 0-1 Year Treasury Bond ETF made up 0.16% of TRUADVICE's portfolio in Q3 2023, its #150 holding.
  • 650 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.