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	$626K	Buy	+5,682	New	+$626K	0.07%	253
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

B. Riley Wealth Management's SHV Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022: 5,682 shares worth $626K. The stake represents 0.07% of the portfolio and ranks #253 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in SHV as recently as Q3 2021.

B. Riley Wealth Management first reported a position in SHV in Q3 2019 and has held it in 4 quarters since. The position peaked at $1.76M in Q3 2021. 526 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

B. Riley Wealth Management held 5,682 shares of iShares 0-1 Year Treasury Bond ETF worth $626K as of Q2 2022.
iShares 0-1 Year Treasury Bond ETF was a new B. Riley Wealth Management position in Q2 2022.
iShares 0-1 Year Treasury Bond ETF made up 0.07% of B. Riley Wealth Management's portfolio in Q2 2022, its #253 holding.
B. Riley Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and has held it in 4 quarters since.
B. Riley Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.76M in Q3 2021.
526 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.