Sargent Bickham Lagudis’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sargent Bickham Lagudis’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	-60	Closed	-$7K	–	1123
2022 Q1	$7K	Hold	60	–	–	﹤0.01%	757
2021 Q4	$7K	Hold	60	–	–	﹤0.01%	761
2021 Q3	$7K	Hold	60	–	–	﹤0.01%	775
2021 Q2	$7K	Buy	+60	New	+$6.63K	﹤0.01%	767
2020 Q1	–	Sell	-131	Closed	-$14K	–	897
2019 Q4	$14K	Buy	+131	New	+$14.5K	﹤0.01%	572
2018 Q4	–	Sell	-48	Closed	-$5K	–	787
2018 Q3	$5K	Buy	+48	New	+$5.3K	﹤0.01%	692

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

Sargent Bickham Lagudis's SHV Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022, closing a stake of 60 shares — an estimated $7K sold.

Sargent Bickham Lagudis first reported a position in SHV in Q3 2018 and held it in 6 quarters. The position peaked at $14K in Q4 2019. 526 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

Sargent Bickham Lagudis reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 60 iShares 0-1 Year Treasury Bond ETF shares in Q2 2022, an estimated $7K.
Sargent Bickham Lagudis first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 6 quarters.
Sargent Bickham Lagudis's iShares 0-1 Year Treasury Bond ETF position peaked at $14K in Q4 2019.
526 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.