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

Private Ocean’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	–	Sell	-89	Closed	-$10K	–	639
2022 Q1	$10K	Buy	+89	New	+$9.82K	﹤0.01%	405
2020 Q1	–	Sell	-262	Closed	-$29K	–	585
2019 Q4	$29K	Buy	+262	New	+$29K	0.01%	305

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 Ocean's SHV Position: Q2 2022 in Review

Private Ocean sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 89 shares — an estimated $10K sold.

Private Ocean first reported a position in SHV in Q4 2019 and held it in 2 quarters. The position peaked at $29K in Q4 2019. 526 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

Private Ocean reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Private Ocean sold 89 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $10K.
Private Ocean first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
Private Ocean's iShares 0-1 Year Treasury Bond ETF position peaked at $29K in Q4 2019.
526 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Private Ocean's 13F filing for Q2 2022, filed 25 Jul 2022.