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Eagle Ridge Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Eagle Ridge Investment 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
2023
Q2 		– Sell
-4,887
Closed -$540K – 159
2023
Q1 		$540K Buy
4,887
+845
+21% +$93.1K 0.06% 98
2022
Q4 		$444K Sell
4,042
-1,017
-20% -$112K 0.05% 106
2022
Q3 		$556K Buy
+5,059
New +$557K 0.07% 93

Other funds holding SHV

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
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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Eagle Ridge Investment Management's SHV Position: Q2 2023 in Review

Eagle Ridge Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 4,887 shares — an estimated $540K sold.

Eagle Ridge Investment Management first reported a position in SHV in Q3 2022 and held it in 3 quarters. The position peaked at $556K in Q3 2022. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Eagle Ridge Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 4,887 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $540K.
  • Eagle Ridge Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
  • Eagle Ridge Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $556K in Q3 2022.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2023, filed 18 Jul 2023.