Colonial River Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Colonial River Investments’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
2024 Q1	–	Sell	-6,423	Closed	-$707K	–	212
2023 Q4	$707K	Buy	6,423 +450	+8%	+$49.6K	0.42%	68
2023 Q3	$660K	Buy	5,973 +130	+2%	+$14.3K	0.43%	70
2023 Q2	$645K	Sell	5,843 -1,360	-19%	-$150K	0.42%	67
2023 Q1	$796K	Buy	+7,203	New	+$793K	0.47%	61
2022 Q4	–	Sell	-6,759	Closed	-$743K	–	190
2022 Q3	$743K	Buy	6,759 +15	+0.2%	+$1.65K	0.52%	61
2022 Q2	$743K	Sell	6,744 -23,828	-78%	-$2.62M	0.49%	61
2022 Q1	$3.37M	Buy	+30,572	New	+$3.37M	1.95%	9

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Colonial River Investments's SHV Position: Q1 2024 in Review

Colonial River Investments sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 6,423 shares — an estimated $707K sold.

Colonial River Investments first reported a position in SHV in Q1 2022 and held it in 7 quarters. The position peaked at $3.37M in Q1 2022. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

Colonial River Investments reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Colonial River Investments sold 6,423 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $707K.
Colonial River Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 7 quarters.
Colonial River Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $3.37M in Q1 2022.
682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Colonial River Investments's 13F filing for Q1 2024, filed 10 May 2024.