EAM
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Eukles Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Eukles Asset 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
Q1 		– Sell
-44
Closed -$5K – 222
2021
Q4 		$5K Buy
+44
New +$4.86K ﹤0.01% 178

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Betterment LLC
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Envestnet Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMG
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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

Eukles Asset Management's SHV Position: Q1 2022 in Review

Eukles Asset Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 44 shares — an estimated $5K sold.

Eukles Asset Management first reported a position in SHV in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Eukles Asset Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Eukles Asset Management sold 44 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $5K.
  • Eukles Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Eukles Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $5K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Eukles Asset Management's 13F filing for Q1 2022, filed 27 Apr 2022.