CTA
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Chesley Taft & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Chesley Taft & Associates’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
-1,900
Closed -$210K – 306
2021
Q4 		$210K Sell
1,900
-2,700
-59% -$298K 0.01% 294
2021
Q3 		$508K Sell
4,600
-700
-13% -$77.3K 0.03% 233
2021
Q2 		$586K Sell
5,300
-2,400
-31% -$265K 0.03% 218
2021
Q1 		$851K Sell
7,700
-2,450
-24% -$271K 0.05% 181
2020
Q4 		$1.12M Buy
10,150
+400
+4% +$44.3K 0.07% 162
2020
Q3 		$1.08M Sell
9,750
-600
-6% -$66.4K 0.08% 158
2020
Q2 		$1.15M Buy
10,350
+3,950
+62% +$438K 0.09% 151
2020
Q1 		$711K Buy
6,400
+3,050
+91% +$338K 0.06% 165
2019
Q4 		$370K Hold
3,350
– – 0.03% 225
2019
Q3 		$371K Hold
3,350
– – 0.03% 223
2019
Q2 		$371K Hold
3,350
– – 0.03% 221
2019
Q1 		$370K Buy
3,350
+600
+22% +$66.3K 0.03% 224
2018
Q4 		$303K Buy
2,750
+750
+38% +$82.8K 0.03% 230
2018
Q3 		$221K Buy
+2,000
New +$221K 0.02% 268

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Chesley Taft & Associates's SHV Position: Q1 2022 in Review

Chesley Taft & Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 1,900 shares — an estimated $210K sold.

Chesley Taft & Associates first reported a position in SHV in Q3 2018 and held it in 14 quarters. The position peaked at $1.15M in Q2 2020. 490 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Chesley Taft & Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Chesley Taft & Associates sold 1,900 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $210K.
  • Chesley Taft & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 14 quarters.
  • Chesley Taft & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $1.15M in Q2 2020.
  • 490 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Chesley Taft & Associates's 13F filing for Q1 2022, filed 14 Apr 2022.