EisnerAmper Wealth Management Corporate Benefits’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	-7,929	Closed	-$874K	–	50
2022 Q1	$874K	Sell	7,929 -5,300	-40%	-$585K	0.42%	35
2021 Q4	$1.46M	Buy	13,229 +779	+6%	+$86K	0.66%	30
2021 Q3	$1.38M	Buy	12,450 +5,752	+86%	+$635K	0.69%	31
2021 Q2	$740K	Sell	6,698 -4,320	-39%	-$477K	0.37%	34
2021 Q1	$1.22M	Buy	11,018 +8,375	+317%	+$926K	0.66%	29
2020 Q4	$292K	Buy	+2,643	New	+$292K	0.17%	40
2020 Q3	–	Sell	-19,205	Closed	-$2.13M	–	47
2020 Q2	$2.13M	Sell	19,205 -5,305	-22%	-$588K	1.45%	19
2020 Q1	$2.72M	Buy	+24,510	New	+$2.71M	1.85%	12

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

EisnerAmper Wealth Management Corporate Benefits's SHV Position: Q2 2022 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 7,929 shares — an estimated $874K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in SHV in Q1 2020 and held it in 8 quarters. The position peaked at $2.72M in Q1 2020. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

EisnerAmper Wealth Management Corporate Benefits reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 7,929 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $874K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 8 quarters.
EisnerAmper Wealth Management Corporate Benefits's iShares 0-1 Year Treasury Bond ETF position peaked at $2.72M in Q1 2020.
527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q2 2022, filed 1 Jul 2022.