Bank Julius Baer & Co
SHV icon

Bank Julius Baer & Co’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-760,670
Closed -$84M – 769
2021
Q4 		$84M Buy
760,670
+10,760
+1% +$1.19M 0.45% 53
2021
Q3 		$82.8M Sell
749,910
-254,344
-25% -$28.1M 0.51% 50
2021
Q2 		$111M Buy
1,004,254
+170,752
+20% +$18.9M 0.7% 36
2021
Q1 		$92.1M Sell
833,502
-122,998
-13% -$13.6M 0.69% 38
2020
Q4 		$106M Sell
956,500
-33,173
-3% -$3.67M 0.87% 29
2020
Q3 		$110M Buy
989,673
+98,163
+11% +$10.9M 1.07% 24
2020
Q2 		$98.7M Buy
+891,510
New +$98.8M 1.14% 22

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JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Bank Julius Baer & Co's SHV Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 760,670 shares — an estimated $84M sold.

Bank Julius Baer & Co first reported a position in SHV in Q2 2020 and held it in 7 quarters. The position peaked at $111M in Q2 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 760,670 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $84M.
  • Bank Julius Baer & Co first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 7 quarters.
  • Bank Julius Baer & Co's iShares 0-1 Year Treasury Bond ETF position peaked at $111M in Q2 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.