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 $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return