Sanders Morris Harris’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sanders Morris Harris’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 Q4	–	Sell	-2,132	Closed	-$235K	–	257
2022 Q3	$235K	Hold	2,132	–	–	0.06%	233
2022 Q2	$235K	Hold	2,132	–	–	0.05%	238
2022 Q1	$235K	Hold	2,132	–	–	0.05%	253
2021 Q4	$235K	Sell	2,132 -2,302	-52%	-$254K	0.04%	264
2021 Q3	$490K	Sell	4,434 -91	-2%	-$10.1K	0.09%	166
2021 Q2	$500K	Sell	4,525 -6,400	-59%	-$707K	0.1%	169
2021 Q1	$1.21M	Hold	10,925	–	–	0.26%	72
2020 Q4	$1.21M	Hold	10,925	–	–	0.28%	69
2020 Q3	$1.21M	Buy	10,925 +5,937	+119%	+$657K	0.33%	66
2020 Q2	$552K	Buy	+4,988	New	+$553K	0.27%	47
2020 Q1	–	Sell	-2,282	Closed	-$252K	–	264
2019 Q4	$252K	Buy	+2,282	New	+$252K	0.06%	244
2019 Q3	–	Sell	-3,402	Closed	-$376K	–	289
2019 Q2	$376K	Buy	3,402 +1,120	+49%	+$124K	0.1%	182
2019 Q1	$252K	Sell	2,282 -1,818	-44%	-$201K	0.12%	96
2018 Q4	$452K	Buy	+4,100	New	+$452K	0.25%	55

Other funds holding SHV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

FCH

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

Sanders Morris Harris's SHV Position: Q4 2022 in Review

Sanders Morris Harris sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 2,132 shares — an estimated $235K sold.

Sanders Morris Harris first reported a position in SHV in Q4 2018 and held it in 14 quarters. The position peaked at $1.21M in Q3 2020. 594 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

Sanders Morris Harris reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Sanders Morris Harris sold 2,132 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $235K.
Sanders Morris Harris first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 14 quarters.
Sanders Morris Harris's iShares 0-1 Year Treasury Bond ETF position peaked at $1.21M in Q3 2020.
594 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Sanders Morris Harris's 13F filing for Q4 2022, filed 13 Jan 2023.