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Parcion Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Parcion Private Wealth’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
-3,922
Closed -$433K – 206
2021
Q4 		$433K Sell
3,922
-2,696
-41% -$298K 0.04% 145
2021
Q3 		$731K Sell
6,618
-4,002
-38% -$442K 0.06% 128
2021
Q2 		$1.17M Sell
10,620
-4,466
-30% -$494K 0.12% 109
2021
Q1 		$1.67M Sell
15,086
-1,030
-6% -$114K 0.19% 97
2020
Q4 		$1.78M Sell
16,116
-8,105
-33% -$897K 0.24% 81
2020
Q3 		$2.68M Sell
24,221
-562
-2% -$62.2K 0.41% 58
2020
Q2 		$2.74M Sell
24,783
-14,502
-37% -$1.61M 0.46% 43
2020
Q1 		$4.36M Buy
39,285
+9,404
+31% +$1.04M 1.2% 13
2019
Q4 		$3.3M Buy
+29,881
New +$3.3M 0.72% 26

Other funds holding SHV

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $446M AUM 7.66% 1-Year Est. Return