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Alera Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Alera 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
2024
Q3 		$464K Buy
4,196
+365
+10% +$40.3K 0.05% 143
2024
Q2 		$423K Buy
+3,831
New +$422K 0.05% 150
2019
Q2 		– Sell
-92
Closed -$10K – 837
2019
Q1 		$10K Buy
+92
New +$10.2K ﹤0.01% 480

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Alera Investment Advisors's SHV Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.5% in Q3 2024, buying an estimated $40.3K and bringing the position to 4,196 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #143.

Alera Investment Advisors first reported a position in SHV in Q1 2019 and has held it in 3 quarters since. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

  • Alera Investment Advisors held 4,196 shares of iShares 0-1 Year Treasury Bond ETF worth $464K as of Q3 2024.
  • Alera Investment Advisors bought 365 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $40.3K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #143 holding.
  • Alera Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 3 quarters since.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.