SWM
SHV icon

SeaCrest Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

SeaCrest Wealth Management’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
Q3 		– Sell
-957
Closed -$105K – 1360
2022
Q2 		$105K Buy
+957
New +$105K 0.01% 843
2021
Q3 		– Sell
-2,398
Closed -$265K – 718
2021
Q2 		$265K Sell
2,398
-10
-0.4% -$1.1K 0.03% 538
2021
Q1 		$266K Buy
+2,408
New +$266K 0.04% 512
2019
Q2 		– Sell
-130
Closed -$14K – 1630
2019
Q1 		$14K Hold
130
– – ﹤0.01% 1423
2018
Q4 		$14K Hold
130
– – ﹤0.01% 1386
2018
Q3 		$14K Hold
130
– – ﹤0.01% 1519
2018
Q2 		$14K Hold
130
– – ﹤0.01% 1495
2018
Q1 		$14K Hold
130
– – ﹤0.01% 1467
2017
Q4 		$14K Buy
+130
New +$14.3K ﹤0.01% 1484

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MFRM
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ETC
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.28B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return