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

WealthSpring Partners’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 		$363K Buy
3,284
+14
+0.4% +$1.54K 0.27% 49
2023
Q2 		$361K Sell
3,270
-894
-21% -$98.6K 0.26% 53
2023
Q1 		$460K Buy
4,164
+8
+0.2% +$881 0.36% 45
2022
Q4 		$457K Buy
4,156
+14
+0.3% +$1.54K 0.36% 46
2022
Q3 		$456K Buy
+4,142
New +$456K 0.4% 44

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

WealthSpring Partners's SHV Position: Q3 2023 in Review

WealthSpring Partners increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.43% in Q3 2023, buying an estimated $1.54K and bringing the position to 3,284 shares worth $363K. The position accounts for 0.27% of the portfolio, ranked #49.

WealthSpring Partners first reported a position in SHV in Q3 2022 and has held it in 5 quarters since. The position peaked at $460K in Q1 2023. 650 funds tracked by Wall St. Rank hold SHV as of Q3 2023.

  • WealthSpring Partners held 3,284 shares of iShares 0-1 Year Treasury Bond ETF worth $363K as of Q3 2023.
  • WealthSpring Partners bought 14 iShares 0-1 Year Treasury Bond ETF shares in Q3 2023, an estimated $1.54K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.27% of WealthSpring Partners's portfolio in Q3 2023, its #49 holding.
  • WealthSpring Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 5 quarters since.
  • WealthSpring Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $460K in Q1 2023.
  • 650 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.