Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’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	-5,618	Closed	-$620K	–	82
2021 Q4	$620K	Hold	5,618	–	–	0.18%	43
2021 Q3	$621K	Hold	5,618	–	–	0.15%	41
2021 Q2	$621K	Hold	5,618	–	–	0.14%	40
2021 Q1	$621K	Buy	+5,618	New	+$621K	0.16%	35

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's SHV Position: Q1 2022 in Review

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 5,618 shares — an estimated $620K sold.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna first reported a position in SHV in Q1 2021 and held it in 4 quarters. The position peaked at $621K in Q1 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna sold 5,618 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $620K.
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and held it in 4 quarters.
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's iShares 0-1 Year Treasury Bond ETF position peaked at $621K in Q1 2021.
491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's 13F filing for Q1 2022, filed 2 Sep 2025.