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Cambridge Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cambridge Trust’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
-4,976
Closed -$549K – 1130
2021
Q4 		$549K Buy
+4,976
New +$550K 0.02% 218

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Betterment LLC
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Envestnet Asset Management
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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
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Cambridge Trust's SHV Position: Q1 2022 in Review

Cambridge Trust sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 4,976 shares — an estimated $549K sold.

Cambridge Trust first reported a position in SHV in Q4 2021 and held it in 1 quarter. The position peaked at $549K in Q4 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Cambridge Trust reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Cambridge Trust sold 4,976 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $549K.
  • Cambridge Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Cambridge Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $549K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Cambridge Trust's 13F filing for Q1 2022, filed 12 May 2022.