Permit Capital Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Permit Capital Advisors’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	$97K	Buy	+883	New	+$97.4K	0.04%	84

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 $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Permit Capital Advisors's SHV Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022: 883 shares worth $97K. The stake represents 0.04% of the portfolio and ranks #84 among its holdings.

490 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

Permit Capital Advisors held 883 shares of iShares 0-1 Year Treasury Bond ETF worth $97K as of Q1 2022.
iShares 0-1 Year Treasury Bond ETF was a new Permit Capital Advisors position in Q1 2022.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Permit Capital Advisors's portfolio in Q1 2022, its #84 holding.
490 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.