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Bear Mountain Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bear Mountain Capital’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
-1,931
Closed -$213K – 186
2024
Q3 		$213K Hold
1,931
– – 0.08% 41
2024
Q2 		$213K Hold
1,931
– – 0.09% 42
2024
Q1 		$213K Hold
1,931
– – 0.09% 42
2023
Q4 		$213K Buy
+1,931
New +$213K 0.09% 43

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bear Mountain Capital's SHV Position: Q4 2024 in Review

Bear Mountain Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 1,931 shares — an estimated $213K sold.

Bear Mountain Capital first reported a position in SHV in Q4 2023 and held it in 4 quarters. The position peaked at $213K in Q3 2024. 724 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • Bear Mountain Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bear Mountain Capital sold 1,931 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $213K.
  • Bear Mountain Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • Bear Mountain Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $213K in Q3 2024.
  • 724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Bear Mountain Capital's 13F filing for Q4 2024, filed 3 Feb 2025.