Benjamin F. Edwards & Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$43K	Buy	+386	New	+$42.6K	﹤0.01%	1370
2024 Q1	–	Sell	-574	Closed	-$63K	–	2238
2023 Q4	$63K	Buy	+574	New	+$63.3K	﹤0.01%	1204
2022 Q4	–	Sell	-365	Closed	-$40K	–	1903
2022 Q3	$40K	Hold	365	–	–	﹤0.01%	1110
2022 Q2	$40K	Buy	+365	New	+$40.2K	﹤0.01%	1094
2021 Q2	–	Sell	-120	Closed	-$13K	–	1772
2021 Q1	$13K	Sell	120 -705	-85%	-$77.9K	﹤0.01%	1303
2020 Q4	$91K	Hold	825	–	–	0.01%	813
2020 Q3	$91K	Buy	825 +788	+2,130%	+$87.2K	0.01%	770
2020 Q2	$4K	Sell	37 -1,148	-97%	-$127K	﹤0.01%	1491
2020 Q1	$132K	Hold	1,185	–	–	0.01%	618
2019 Q4	$131K	Buy	+1,185	New	+$131K	0.01%	714
2019 Q3	–	Sell	-81	Closed	-$9K	–	1960
2019 Q2	$9K	Buy	+81	New	+$8.95K	﹤0.01%	1462

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Benjamin F. Edwards & Company's SHV Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024: 386 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in SHV as recently as Q4 2023.

Benjamin F. Edwards & Company first reported a position in SHV in Q2 2019 and has held it in 11 quarters since. The position peaked at $132K in Q1 2020. 674 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

Benjamin F. Edwards & Company held 386 shares of iShares 0-1 Year Treasury Bond ETF worth $43K as of Q2 2024.
iShares 0-1 Year Treasury Bond ETF was a new Benjamin F. Edwards & Company position in Q2 2024.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1370 holding.
Benjamin F. Edwards & Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 11 quarters since.
Benjamin F. Edwards & Company's iShares 0-1 Year Treasury Bond ETF position peaked at $132K in Q1 2020.
674 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.