BCM
SHV icon

Brasada Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Brasada Capital 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
2020
Q1 		– Sell
-1,949
Closed -$215K – 155
2019
Q4 		$215K Buy
+1,949
New +$215K 0.05% 149
2019
Q1 		– Sell
-1,651
Closed -$182K – 246
2018
Q4 		$182K Sell
1,651
-10,432
-86% -$1.15M 0.06% 150
2018
Q3 		$1.33M Buy
12,083
+4,581
+61% +$506K 0.37% 64
2018
Q2 		$829K Sell
7,502
-11,207
-60% -$1.24M 0.26% 86
2018
Q1 		$2.06M Buy
18,709
+12,859
+220% +$1.42M 0.65% 50
2017
Q4 		$645K Buy
+5,850
New +$645K 0.22% 92

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return