SEC 13F Intelligence

Bts Asset Management, Inc. / SHV

Bts Asset Management, Inc.’s Ishares Tr Position

Does Bts Asset Management, Inc. own Ishares Tr (SHV)? Not currently — the last reported position was 12.3K shares worth $1M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q3 2022
Shares
12.3K
% of Portfolio
+4.27%
Quarters Held
2
position exited

Position History SHV

Reported value by quarter
Q2 ’22: $1MQ2 ’22Q3 ’22: $1MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202212.3K$1M+4.27%
Q2 202213.2K$1M+3.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bts Asset Management, Inc.’s full portfolio or all institutional holders of SHV.