VAFP
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Vahanian & Associates Financial Planning’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Vahanian & Associates Financial Planning’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
Q2 		– Sell
-4,244
Closed -$469K – 81
2023
Q1 		$469K Sell
4,244
-188
-4% -$20.7K 1.3% 22
2022
Q4 		$487K Hold
4,432
– – 1.59% 20
2022
Q3 		$488K Buy
+4,432
New +$488K 1.68% 20

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Envestnet Asset Management
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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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Vahanian & Associates Financial Planning's SHV Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 4,244 shares — an estimated $469K sold.

Vahanian & Associates Financial Planning first reported a position in SHV in Q3 2022 and held it in 3 quarters. The position peaked at $488K in Q3 2022. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 4,244 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $469K.
  • Vahanian & Associates Financial Planning first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
  • Vahanian & Associates Financial Planning's iShares 0-1 Year Treasury Bond ETF position peaked at $488K in Q3 2022.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.