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

Chilton 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
2022
Q3 		– Sell
-44
Closed -$5K – 556
2022
Q2 		$5K Buy
+44
New +$4.85K ﹤0.01% 542
2022
Q1 		– Sell
-44
Closed -$5K – 549
2021
Q4 		$5K Buy
+44
New +$4.86K ﹤0.01% 558
2014
Q1 		– Sell
-1,775
Closed -$196K – 262
2013
Q4 		$196K Hold
1,775
– – 0.02% 193
2013
Q3 		$196K Hold
1,775
– – 0.02% 189
2013
Q2 		$196K Buy
+1,775
New +$196K 0.02% 190

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chilton Capital Management's SHV Position: Q3 2022 in Review

Chilton Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2022, closing a stake of 44 shares — an estimated $5K sold.

Chilton Capital Management first reported a position in SHV in Q2 2013 and held it in 5 quarters. The position peaked at $196K in Q2 2013. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Chilton Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Chilton Capital Management sold 44 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $5K.
  • Chilton Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2013 and held it in 5 quarters.
  • Chilton Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $196K in Q2 2013.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Chilton Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.