Valeo Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Valeo Financial 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	-7,221	Closed	-$794K	–	670
2022 Q4	$794K	Sell	7,221 -12,465	-63%	-$1.37M	0.04%	216
2022 Q3	$2.17M	Buy	+19,686	New	+$2.17M	0.14%	96
2021 Q2	–	Sell	-290	Closed	-$32K	–	1594
2021 Q1	$32K	Hold	290	–	–	﹤0.01%	1017
2020 Q4	$32K	Sell	290 -448	-61%	-$49.6K	﹤0.01%	916
2020 Q3	$82K	Sell	738 -111	-13%	-$12.3K	0.01%	524
2020 Q2	$94K	Buy	849 +85	+11%	+$9.42K	0.01%	523
2020 Q1	$85K	Buy	764 +26	+4%	+$2.88K	0.01%	462
2019 Q4	$82K	Buy	738 +217	+42%	+$24K	0.01%	505
2019 Q3	$58K	Sell	521 -109	-17%	-$12.1K	0.01%	554
2019 Q2	$70K	Sell	630 -1,589	-72%	-$176K	0.01%	509
2019 Q1	$245K	Buy	+2,219	New	+$245K	0.03%	240

Other funds holding SHV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valeo Financial Advisors's SHV Position: Q1 2023 in Review

Valeo Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 7,221 shares — an estimated $794K sold.

Valeo Financial Advisors first reported a position in SHV in Q1 2019 and held it in 11 quarters. The position peaked at $2.17M in Q3 2022. 611 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

Valeo Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Valeo Financial Advisors sold 7,221 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $794K.
Valeo Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 11 quarters.
Valeo Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $2.17M in Q3 2022.
611 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Valeo Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.