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

Eastern 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
2023 Q1	–	Sell	-7,553	Closed	-$830K	–	212
2022 Q4	$830K	Buy	+7,553	New	+$830K	0.04%	130

Other funds holding SHV

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Eastern Bank's SHV Position: Q1 2023 in Review

Eastern Bank sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 7,553 shares — an estimated $830K sold.

Eastern Bank first reported a position in SHV in Q4 2022 and held it in 1 quarter. The position peaked at $830K in Q4 2022. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

Eastern Bank reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Eastern Bank sold 7,553 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $830K.
Eastern Bank first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
Eastern Bank's iShares 0-1 Year Treasury Bond ETF position peaked at $830K in Q4 2022.
612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Eastern Bank's 13F filing for Q1 2023, filed 19 Apr 2023.