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Alpha Financial Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Alpha Financial Partners’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
Q4 		– Sell
-19,817
Closed -$2.19M – 145
2024
Q3 		$2.19M Buy
+19,817
New +$2.19M 1.56% 20

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Alpha Financial Partners's SHV Position: Q4 2024 in Review

Alpha Financial Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 19,817 shares — an estimated $2.19M sold.

Alpha Financial Partners first reported a position in SHV in Q3 2024 and held it in 1 quarter. The position peaked at $2.19M in Q3 2024. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • Alpha Financial Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 19,817 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $2.19M.
  • Alpha Financial Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $2.19M in Q3 2024.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.