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Aveo Capital Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Aveo Capital 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
Q3 		– Sell
-6,209
Closed -$686K – 346
2024
Q2 		$686K Buy
6,209
+133
+2% +$14.7K 0.08% 158
2024
Q1 		$669K Buy
6,076
+2,810
+86% +$310K 0.07% 180
2023
Q4 		$360K Buy
3,266
+1,257
+63% +$139K 0.04% 240
2023
Q3 		$222K Sell
2,009
-195
-9% -$21.5K 0.03% 310
2023
Q2 		$243K Sell
2,204
-30
-1% -$3.31K 0.03% 302
2023
Q1 		$247K Buy
2,234
+130
+6% +$14.3K 0.03% 293
2022
Q4 		$231K Sell
2,104
-1,747
-45% -$192K 0.03% 292
2022
Q3 		$424K Sell
3,851
-6,839
-64% -$752K 0.07% 177
2022
Q2 		$1.18M Buy
10,690
+2,006
+23% +$221K 0.19% 101
2022
Q1 		$957K Buy
8,684
+61
+0.7% +$6.73K 0.17% 115
2021
Q4 		$952K Buy
8,623
+175
+2% +$19.3K 0.17% 116
2021
Q3 		$933K Sell
8,448
-6,764
-44% -$747K 0.19% 105
2021
Q2 		$1.68M Buy
15,212
+6,884
+83% +$761K 0.37% 67
2021
Q1 		$920K Buy
8,328
+2,156
+35% +$238K 0.23% 90
2020
Q4 		$682K Sell
6,172
-1,306
-17% -$144K 1.05% 29
2020
Q3 		$828K Buy
7,478
+2,144
+40% +$237K 0.3% 69
2020
Q2 		$591K Buy
+5,334
New +$591K 1.19% 22
2020
Q1 		– Sell
-6,808
Closed -$752K – 188
2019
Q4 		$752K Buy
6,808
+4,682
+220% +$518K 0.3% 79
2019
Q3 		$235K Sell
2,126
-699
-25% -$77.3K 0.1% 159
2019
Q2 		$312K Buy
+2,825
New +$312K 0.14% 132
2019
Q1 		– Sell
-2,338
Closed -$258K – 174
2018
Q4 		$258K Buy
+2,338
New +$258K 0.13% 108

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Aveo Capital Partners's SHV Position: Q3 2024 in Review

Aveo Capital Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 6,209 shares — an estimated $686K sold.

Aveo Capital Partners first reported a position in SHV in Q4 2018 and held it in 21 quarters. The position peaked at $1.68M in Q2 2021. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

  • Aveo Capital Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 6,209 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $686K.
  • Aveo Capital Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and held it in 21 quarters.
  • Aveo Capital Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.68M in Q2 2021.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Aveo Capital Partners's 13F filing for Q3 2024, filed 12 Nov 2024.