VRM
SHV icon

Vectors Research Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Vectors Research 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
-119
Closed -$13K – 423
2022
Q2 		$13K Hold
119
– – ﹤0.01% 324
2022
Q1 		$13K Hold
119
– – ﹤0.01% 326
2021
Q4 		$13K Hold
119
– – ﹤0.01% 386
2021
Q3 		$13K Hold
119
– – ﹤0.01% 343
2021
Q2 		$13K Hold
119
– – ﹤0.01% 358
2021
Q1 		$13K Hold
119
– – ﹤0.01% 321
2020
Q4 		$13K Sell
119
-52
-30% -$5.75K ﹤0.01% 312
2020
Q3 		$19K Hold
171
– – 0.01% 252
2020
Q2 		$19K Hold
171
– – 0.01% 245
2020
Q1 		$19K Sell
171
-75
-30% -$8.3K 0.01% 232
2019
Q4 		$27K Buy
+246
New +$27.2K 0.01% 237

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 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
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