BRWM
SHV icon

B. Riley Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

B. Riley Wealth Management’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
Q2 		$626 Buy
+5,682
New +$626K ﹤0.01% 369
2021
Q4 		– Sell
-15,940
Closed -$1.76M – 692
2021
Q3 		$1.76M Buy
+15,940
New +$1.76M 0.14% 153
2020
Q2 		– Sell
-2,394
Closed -$266K – 543
2020
Q1 		$266K Buy
+2,394
New +$265K 0.03% 379
2019
Q4 		– Sell
-2,262
Closed -$250K – 433
2019
Q3 		$250K Buy
+2,262
New +$250K 0.04% 310

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
FCH
Freestone Capital Holdings Seattle, Washington $3.28B AUM 21.14% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return