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Curi RMB Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Curi RMB Capital’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
2023
Q1 		– Sell
-8,845
Closed -$972K – 502
2022
Q4 		$972K Sell
8,845
-3,860
-30% -$424K 0.03% 289
2022
Q3 		$1.4M Buy
+12,705
New +$1.4M 0.05% 256

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curi RMB Capital's SHV Position: Q1 2023 in Review

Curi RMB Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 8,845 shares — an estimated $972K sold.

Curi RMB Capital first reported a position in SHV in Q3 2022 and held it in 2 quarters. The position peaked at $1.4M in Q3 2022. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Curi RMB Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Curi RMB Capital sold 8,845 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $972K.
  • Curi RMB Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Curi RMB Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $1.4M in Q3 2022.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Curi RMB Capital's 13F filing for Q1 2023, filed 11 May 2023.