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Maryland Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Maryland Capital 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
Q3 		$1.23M Buy
11,197
+203
+2% +$22.3K 0.1% 89
2022
Q2 		$1.21M Buy
+10,994
New +$1.21M 0.1% 91

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Maryland Capital Management's SHV Position: Q3 2022 in Review

Maryland Capital Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 1.8% in Q3 2022, buying an estimated $22.3K and bringing the position to 11,197 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #89.

Maryland Capital Management first reported a position in SHV in Q2 2022 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold SHV as of Q3 2022.

  • Maryland Capital Management held 11,197 shares of iShares 0-1 Year Treasury Bond ETF worth $1.23M as of Q3 2022.
  • Maryland Capital Management bought 203 iShares 0-1 Year Treasury Bond ETF shares in Q3 2022, an estimated $22.3K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.1% of Maryland Capital Management's portfolio in Q3 2022, its #89 holding.
  • Maryland Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.