SeaBridge Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

SeaBridge Investment Advisors’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
2020 Q4	–	Sell	-410	Closed	-$45K	–	222
2020 Q3	$45K	Hold	410	–	–	0.02%	171
2020 Q2	$45K	Hold	410	–	–	0.02%	172
2020 Q1	$46K	Hold	410	–	–	0.02%	167
2019 Q4	$45K	Hold	410	–	–	0.02%	178
2019 Q3	$45K	Hold	410	–	–	0.02%	182
2019 Q2	$45K	Hold	410	–	–	0.01%	182
2019 Q1	$45K	Hold	410	–	–	0.02%	177
2018 Q4	$45K	Hold	410	–	–	0.02%	175
2018 Q3	$45K	Hold	410	–	–	0.01%	169
2018 Q2	$45K	Buy	+410	New	+$45.2K	0.01%	176

Other funds holding SHV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SeaBridge Investment Advisors's SHV Position: Q4 2020 in Review

SeaBridge Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2020, closing a stake of 410 shares — an estimated $45K sold.

SeaBridge Investment Advisors first reported a position in SHV in Q2 2018 and held it in 10 quarters. The position peaked at $46K in Q1 2020. 453 funds tracked by Wall St. Rank hold SHV as of Q4 2020.

SeaBridge Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
SeaBridge Investment Advisors sold 410 iShares 0-1 Year Treasury Bond ETF shares in Q4 2020, an estimated $45K.
SeaBridge Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 10 quarters.
SeaBridge Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $46K in Q1 2020.
453 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2020.

Based on SeaBridge Investment Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.