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Benedetti & Gucer’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Benedetti & Gucer’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
Q1 		$244K Hold
2,206
– – 0.12% 123
2023
Q4 		$243K Hold
2,206
– – 0.13% 118
2023
Q3 		$244K Hold
2,206
– – 0.13% 117
2023
Q2 		$244K Hold
2,206
– – 0.13% 127
2023
Q1 		$244K Buy
+2,206
New +$243K 0.14% 119

Other funds holding SHV

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Benedetti & Gucer's SHV Position: Q1 2024 in Review

Benedetti & Gucer held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2024 at 2,206 shares worth $244K. The position accounts for 0.12% of the portfolio, ranked #123.

Benedetti & Gucer first reported a position in SHV in Q1 2023 and has held it in 5 quarters since. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • Benedetti & Gucer held 2,206 shares of iShares 0-1 Year Treasury Bond ETF worth $244K as of Q1 2024.
  • Benedetti & Gucer left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2024.
  • iShares 0-1 Year Treasury Bond ETF made up 0.12% of Benedetti & Gucer's portfolio in Q1 2024, its #123 holding.
  • Benedetti & Gucer first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 5 quarters since.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.