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

Emerald 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
Q4 		– Sell
-15,662
Closed -$1.72M – 83
2022
Q3 		$1.72M Sell
15,662
-10,932
-41% -$1.2M 0.5% 15
2022
Q2 		$2.93M Sell
26,594
-6,940
-21% -$765K 0.82% 9
2022
Q1 		$3.7M Buy
33,534
+4,606
+16% +$508K 0.87% 6
2021
Q4 		$3.19M Buy
28,928
+7,509
+35% +$829K 0.77% 9
2021
Q3 		$2.37M Buy
21,419
+9,123
+74% +$1.01M 0.68% 13
2021
Q2 		$1.36M Buy
+12,296
New +$1.36M 0.42% 28

Other funds holding SHV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Emerald Advisors's SHV Position: Q4 2022 in Review

Emerald Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 15,662 shares — an estimated $1.72M sold.

Emerald Advisors first reported a position in SHV in Q2 2021 and held it in 6 quarters. The position peaked at $3.7M in Q1 2022. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • Emerald Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Emerald Advisors sold 15,662 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $1.72M.
  • Emerald Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2021 and held it in 6 quarters.
  • Emerald Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $3.7M in Q1 2022.
  • 595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Emerald Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.