GT
SHV icon

Glenview Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Glenview Trust’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
-41,905
Closed -$4.63M – 432
2021
Q4 		$4.63M Sell
41,905
-49,452
-54% -$5.46M 0.15% 106
2021
Q3 		$10.1M Sell
91,357
-5,095
-5% -$563K 0.39% 71
2021
Q2 		$10.7M Sell
96,452
-667
-0.7% -$73.7K 0.41% 70
2021
Q1 		$10.7M Buy
97,119
+9,480
+11% +$1.05M 0.46% 66
2020
Q4 		$9.69M Buy
87,639
+10,306
+13% +$1.14M 0.45% 67
2020
Q3 		$8.56M Buy
77,333
+25,080
+48% +$2.78M 0.44% 67
2020
Q2 		$5.79M Buy
+52,253
New +$5.79M 0.33% 82

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

Glenview Trust's SHV Position: Q1 2022 in Review

Glenview Trust sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 41,905 shares — an estimated $4.63M sold.

Glenview Trust first reported a position in SHV in Q2 2020 and held it in 7 quarters. The position peaked at $10.7M in Q1 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Glenview Trust reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Glenview Trust sold 41,905 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $4.63M.
  • Glenview Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 7 quarters.
  • Glenview Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $10.7M in Q1 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Glenview Trust's 13F filing for Q1 2022, filed 11 May 2022.