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

AdvisorShares Investments’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
2021 Q4	–	Sell	-4,506	Closed	-$498K	–	213
2021 Q3	$498K	Buy	+4,506	New	+$498K	0.08%	111
2020 Q4	–	Sell	-20,979	Closed	-$2.32K	–	165
2020 Q3	$2.32K	Sell	20,979 -1,749	-8%	-$194K	0.11%	12
2020 Q2	$2.52M	Buy	22,728 +1,748	+8%	+$194K	1.07%	11
2020 Q1	$2.33M	Buy	+20,980	New	+$2.32M	2.02%	7

Other funds holding SHV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AdvisorShares Investments's SHV Position: Q4 2021 in Review

AdvisorShares Investments sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2021, closing a stake of 4,506 shares — an estimated $498K sold.

AdvisorShares Investments first reported a position in SHV in Q1 2020 and held it in 4 quarters. The position peaked at $2.52M in Q2 2020. 463 funds tracked by Wall St. Rank hold SHV as of Q4 2021.

AdvisorShares Investments reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
AdvisorShares Investments sold 4,506 iShares 0-1 Year Treasury Bond ETF shares in Q4 2021, an estimated $498K.
AdvisorShares Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 4 quarters.
AdvisorShares Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $2.52M in Q2 2020.
463 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2021.

Based on AdvisorShares Investments's 13F filing for Q4 2021, filed 31 Jan 2022.