Birchbrook’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Birchbrook’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	-268	Closed	-$29.6K	–	280
2024 Q2	$29.6K	Buy	268 +3	+1%	+$331	0.02%	143
2024 Q1	$29.3K	Buy	265 +2	+0.8%	+$221	0.02%	144
2023 Q4	$28.9K	Buy	+263	New	+$29K	0.02%	141

Other funds holding SHV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Birchbrook's SHV Position: Q3 2024 in Review

Birchbrook sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 268 shares — an estimated $29.6K sold.

Birchbrook first reported a position in SHV in Q4 2023 and held it in 3 quarters. The position peaked at $29.6K in Q2 2024. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

Birchbrook reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Birchbrook sold 268 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $29.6K.
Birchbrook first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
Birchbrook's iShares 0-1 Year Treasury Bond ETF position peaked at $29.6K in Q2 2024.
675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Birchbrook's 13F filing for Q3 2024, filed 10 Jun 2025.