SBL
SHV icon

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 – 899
2019
Q4 		$14K Buy
+131
New +$14.5K ﹤0.01% 572
2018
Q4 		– Sell
-48
Closed -$5K – 788
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.28B AUM 21.14% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return