Eaton Vance Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Eaton Vance 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
2022 Q2	–	Sell	-6,847	Closed	-$755K	–	1778
2022 Q1	$755K	Hold	6,847	–	–	﹤0.01%	1426
2021 Q4	$756K	Hold	6,847	–	–	﹤0.01%	1238
2021 Q3	$48K	Hold	6,847	–	–	﹤0.01%	1526
2021 Q2	$757K	Sell	6,847 -1,391	-17%	-$154K	﹤0.01%	1247
2021 Q1	$911K	Sell	8,238 -2,858	-26%	-$316K	﹤0.01%	1153
2020 Q4	$1.23M	Buy	+11,096	New	+$1.23M	﹤0.01%	1028
2019 Q2	–	Sell	-2,061	Closed	-$228K	–	1311
2019 Q1	$228K	Buy	+2,061	New	+$228K	﹤0.01%	1193

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Eaton Vance Management's SHV Position: Q2 2022 in Review

Eaton Vance Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 6,847 shares — an estimated $755K sold.

Eaton Vance Management first reported a position in SHV in Q1 2019 and held it in 7 quarters. The position peaked at $1.23M in Q4 2020. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

Eaton Vance Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Eaton Vance Management sold 6,847 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $755K.
Eaton Vance Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 7 quarters.
Eaton Vance Management's iShares 0-1 Year Treasury Bond ETF position peaked at $1.23M in Q4 2020.
527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.