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Bromfield Sneider Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bromfield Sneider Wealth Advisors’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 		$160K Hold
1,450
– – 0.1% 50
2023
Q4 		$160K Hold
1,450
– – 0.11% 48
2023
Q3 		$160K Hold
1,450
– – 0.12% 44
2023
Q2 		$160K Buy
+1,450
New +$160K 0.13% 42

Other funds holding SHV

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's SHV Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2024 at 1,450 shares worth $160K. The position accounts for 0.1% of the portfolio, ranked #50.

Bromfield Sneider Wealth Advisors first reported a position in SHV in Q2 2023 and has held it in 4 quarters since. 683 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 1,450 shares of iShares 0-1 Year Treasury Bond ETF worth $160K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2024.
  • iShares 0-1 Year Treasury Bond ETF made up 0.1% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #50 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • 683 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.