Viridian RIA’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Viridian RIA’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 Q1	–	Hold	0	–	–	–	7
2020 Q4	–	Sell	-88,903	Closed	-$9.84M	–	70
2020 Q3	$9.84M	Buy	88,903 +1,663	+2%	+$184K	3.26%	11
2020 Q2	$9.66M	Sell	87,240 -12,483	-13%	-$1.38M	3.49%	11
2020 Q1	$11.1M	Buy	99,723 +608	+0.6%	+$67.3K	5.02%	7
2019 Q4	$10.9M	Buy	99,115 +3,832	+4%	+$424K	3.9%	12
2019 Q3	$10.5M	Buy	95,283 +8,339	+10%	+$922K	4.39%	9
2019 Q2	$9.61M	Buy	86,944 +13,157	+18%	+$1.45M	3.88%	11
2019 Q1	$8.16M	Buy	73,787 +15,726	+27%	+$1.74M	3.61%	11
2018 Q4	$6.4M	Buy	+58,061	New	+$6.41M	3.2%	11

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MFRM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Viridian RIA's SHV Position: Q1 2022 in Review

Viridian RIA held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2022 at 0 shares worth $19.8M. The position accounts for 4.61% of the portfolio, ranked #7.

Viridian RIA first reported a position in SHV in Q4 2018 and has held it in 8 quarters since. The position peaked at $11.1M in Q1 2020. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

Viridian RIA held 0 shares of iShares 0-1 Year Treasury Bond ETF worth $19.8M as of Q1 2022.
Viridian RIA left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2022.
iShares 0-1 Year Treasury Bond ETF made up 4.61% of Viridian RIA's portfolio in Q1 2022, its #7 holding.
Viridian RIA first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 8 quarters since.
Viridian RIA's iShares 0-1 Year Treasury Bond ETF position peaked at $11.1M in Q1 2020.
491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.