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SHV icon

WealthOne’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

WealthOne’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
Q4 		– Sell
-6,589
Closed -$725K – 122
2022
Q3 		$725K Sell
6,589
-263
-4% -$28.9K 0.31% 39
2022
Q2 		$754K Buy
6,852
+2,558
+60% +$282K 0.31% 39
2022
Q1 		$473K Buy
+4,294
New +$474K 0.17% 66
2020
Q1 		– Sell
-6,498
Closed -$718K – 97
2019
Q4 		$718K Buy
6,498
+3,109
+92% +$344K 0.45% 32
2019
Q3 		$375K Buy
+3,389
New +$375K 0.27% 57
2019
Q1 		– Sell
-5,755
Closed -$635K – 474
2018
Q4 		$635K Buy
+5,755
New +$635K 0.56% 30

Other funds holding SHV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return