Private Capital Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Private Capital Group’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 Q2	$52K	Buy	470 +108	+30%	+$11.9K	0.04%	472
2022 Q1	$40K	Buy	+362	New	+$39.9K	0.01%	733
2020 Q3	–	Sell	-541	Closed	-$60K	–	2098
2020 Q2	$60K	Buy	+541	New	+$59.9K	0.01%	628
2019 Q3	–	Sell	-397	Closed	-$44K	–	2430
2019 Q2	$44K	Buy	+397	New	+$43.9K	0.01%	724
2019 Q1	–	Sell	-475	Closed	-$52K	–	2304
2018 Q4	$52K	Sell	475 -524	-52%	-$57.8K	0.01%	644
2018 Q3	$110K	Buy	999 +602	+152%	+$66.4K	0.02%	396
2018 Q2	$43K	Buy	+397	New	+$43.8K	0.01%	766

Other funds holding SHV

MFRM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

CCMG

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Private Capital Group's SHV Position: Q2 2022 in Review

Private Capital Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 30% in Q2 2022, buying an estimated $11.9K and bringing the position to 470 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #472.

Private Capital Group first reported a position in SHV in Q2 2018 and has held it in 7 quarters since. The position peaked at $110K in Q3 2018. 526 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

Private Capital Group held 470 shares of iShares 0-1 Year Treasury Bond ETF worth $52K as of Q2 2022.
Private Capital Group bought 108 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $11.9K.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Private Capital Group's portfolio in Q2 2022, its #472 holding.
Private Capital Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 7 quarters since.
Private Capital Group's iShares 0-1 Year Treasury Bond ETF position peaked at $110K in Q3 2018.
526 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.