SFG
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SevenBridge Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

SevenBridge Financial Group’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
Q4 		– Sell
-11,380
Closed -$1.25M – 182
2022
Q3 		$1.25M Buy
+11,380
New +$1.25M 0.42% 62

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SW
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SevenBridge Financial Group's SHV Position: Q4 2022 in Review

SevenBridge Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 11,380 shares — an estimated $1.25M sold.

SevenBridge Financial Group first reported a position in SHV in Q3 2022 and held it in 1 quarter. The position peaked at $1.25M in Q3 2022. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • SevenBridge Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • SevenBridge Financial Group sold 11,380 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $1.25M.
  • SevenBridge Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • SevenBridge Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $1.25M in Q3 2022.
  • 595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on SevenBridge Financial Group's 13F filing for Q4 2022, filed 26 Jan 2023.