WEG
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World Equity Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

World Equity Group’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 		– Sell
-19,042
Closed -$2.1M – 376
2023
Q2 		$2.1M Buy
19,042
+15,442
+429% +$1.7M 0.62% 32
2023
Q1 		$348K Sell
3,600
-26,634
-88% -$2.93M 0.05% 342
2022
Q4 		$3.32M Sell
30,234
-223
-0.7% -$24.5K 0.79% 29
2022
Q3 		$3.35M Sell
30,457
-33,287
-52% -$3.66M 0.85% 26
2022
Q2 		$7.02M Buy
+63,744
New +$7.02M 1.76% 7

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

World Equity Group's SHV Position: Q3 2023 in Review

World Equity Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2023, closing a stake of 19,042 shares — an estimated $2.1M sold.

World Equity Group first reported a position in SHV in Q2 2022 and held it in 5 quarters. The position peaked at $7.02M in Q2 2022. 650 funds tracked by Wall St. Rank hold SHV as of Q3 2023.

  • World Equity Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • World Equity Group sold 19,042 iShares 0-1 Year Treasury Bond ETF shares in Q3 2023, an estimated $2.1M.
  • World Equity Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and held it in 5 quarters.
  • World Equity Group's iShares 0-1 Year Treasury Bond ETF position peaked at $7.02M in Q2 2022.
  • 650 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2023.

Based on World Equity Group's 13F filing for Q3 2023, filed 22 Jul 2024.