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Wealth Management Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wealth Management Solutions’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
-6,910
Closed -$760K – 98
2022
Q4 		$760K Sell
6,910
-445
-6% -$48.9K 0.4% 31
2022
Q3 		$809K Buy
7,355
+260
+4% +$28.6K 0.47% 25
2022
Q2 		$781K Buy
+7,095
New +$782K 0.44% 30

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

Wealth Management Solutions's SHV Position: Q1 2023 in Review

Wealth Management Solutions sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 6,910 shares — an estimated $760K sold.

Wealth Management Solutions first reported a position in SHV in Q2 2022 and held it in 3 quarters. The position peaked at $809K in Q3 2022. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Wealth Management Solutions reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth Management Solutions sold 6,910 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $760K.
  • Wealth Management Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and held it in 3 quarters.
  • Wealth Management Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $809K in Q3 2022.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Wealth Management Solutions's 13F filing for Q1 2023, filed 5 May 2023.