DZ Bank’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

DZ Bank’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	-2,573	Closed	-$284K	–	1124
2021 Q4	$284K	Buy	+2,573	New	+$284K	﹤0.01%	939

Other funds holding SHV

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DZ Bank's SHV Position: Q1 2022 in Review

DZ Bank sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 2,573 shares — an estimated $284K sold.

DZ Bank first reported a position in SHV in Q4 2021 and held it in 1 quarter. The position peaked at $284K in Q4 2021. 490 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

DZ Bank reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
DZ Bank sold 2,573 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $284K.
DZ Bank first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
DZ Bank's iShares 0-1 Year Treasury Bond ETF position peaked at $284K in Q4 2021.
490 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on DZ Bank's 13F filing for Q1 2022, filed 16 May 2022.