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

Rathbones 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
Q1 		– Sell
-8,800
Closed -$972K – 438
2021
Q4 		$972K Hold
8,800
– – 0.01% 255
2021
Q3 		$972K Hold
8,800
– – 0.01% 247
2021
Q2 		$972K Hold
8,800
– – 0.01% 252
2021
Q1 		$972K Hold
8,800
– – 0.01% 245
2020
Q4 		$973K Hold
8,800
– – 0.01% 229
2020
Q3 		$974K Hold
8,800
– – 0.02% 213
2020
Q2 		$975K Buy
+8,800
New +$975K 0.02% 207

Other funds holding SHV

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Rathbones Group's SHV Position: Q1 2022 in Review

Rathbones Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 8,800 shares — an estimated $972K sold.

Rathbones Group first reported a position in SHV in Q2 2020 and held it in 7 quarters. The position peaked at $975K in Q2 2020. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Rathbones Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Rathbones Group sold 8,800 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $972K.
  • Rathbones Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 7 quarters.
  • Rathbones Group's iShares 0-1 Year Treasury Bond ETF position peaked at $975K in Q2 2020.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Rathbones Group's 13F filing for Q1 2022, filed 11 May 2022.