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Eldridge Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Eldridge Investment Advisors’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
-18,701
Closed -$2.06M – 133
2021
Q4 		$2.06M Sell
18,701
-1,200
-6% -$133K 0.68% 24
2021
Q3 		$2.2M Sell
19,901
-1,000
-5% -$110K 0.78% 24
2021
Q2 		$2.31M Hold
20,901
– – 0.84% 23
2021
Q1 		$2.31M Sell
20,901
-18,100
-46% -$2M 0.89% 22
2020
Q4 		$4.31M Sell
39,001
-7,412
-16% -$820K 1.8% 12
2020
Q3 		$5.14M Buy
46,413
+5,777
+14% +$640K 2.42% 11
2020
Q2 		$4.5M Sell
40,636
-8,935
-18% -$990K 2.24% 11
2020
Q1 		$5.5M Buy
49,571
+3,458
+7% +$383K 3.13% 8
2019
Q4 		$5.09M Sell
46,113
-3,587
-7% -$397K 2.49% 11
2019
Q3 		$5.49M Sell
49,700
-11,520
-19% -$1.27M 2.83% 11
2019
Q2 		$6.76M Buy
61,220
+24,416
+66% +$2.7M 3.6% 7
2019
Q1 		$4.07M Sell
36,804
-1,285
-3% -$142K 2.19% 13
2018
Q4 		$4.2M Buy
+38,089
New +$4.2M 2.6% 13

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Eldridge Investment Advisors's SHV Position: Q1 2022 in Review

Eldridge Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 18,701 shares — an estimated $2.06M sold.

Eldridge Investment Advisors first reported a position in SHV in Q4 2018 and held it in 13 quarters. The position peaked at $6.76M in Q2 2019. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Eldridge Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Eldridge Investment Advisors sold 18,701 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $2.06M.
  • Eldridge Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 13 quarters.
  • Eldridge Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $6.76M in Q2 2019.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Eldridge Investment Advisors's 13F filing for Q1 2022, filed 10 May 2022.