Buckingham Strategic Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Buckingham Strategic Wealth’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	$16.2M	Buy	146,901 +14,849	+11%	+$1.64M	0.17%	71
2024 Q1	$14.6M	Sell	132,052 -4,619	-3%	-$510K	0.15%	76
2023 Q4	$15.1M	Buy	136,671 +20,035	+17%	+$2.21M	0.18%	71
2023 Q3	$12.9M	Buy	116,636 +11,397	+11%	+$1.26M	0.18%	71
2023 Q2	$11.6M	Buy	105,239 +70,411	+202%	+$7.76M	0.17%	74
2023 Q1	$3.83M	Hold	34,828	–	–	0.07%	131
2022 Q4	$3.83M	Buy	34,828 +18,804	+117%	+$2.07M	0.07%	131
2022 Q3	$1.76M	Buy	16,024 +10,676	+200%	+$1.17M	0.04%	184
2022 Q2	$589K	Buy	+5,348	New	+$589K	0.01%	339
2021 Q2	–	Sell	-2,243	Closed	-$248K	–	603
2021 Q1	$248K	Buy	+2,243	New	+$248K	0.01%	471

Other funds holding SHV

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Buckingham Strategic Wealth's SHV Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 11% in Q2 2024, buying an estimated $1.64M and bringing the position to 146,901 shares worth $16.2M. The position accounts for 0.17% of the portfolio, ranked #71.

Buckingham Strategic Wealth first reported a position in SHV in Q1 2021 and has held it in 10 quarters since. 674 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

Buckingham Strategic Wealth held 146,901 shares of iShares 0-1 Year Treasury Bond ETF worth $16.2M as of Q2 2024.
Buckingham Strategic Wealth bought 14,849 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $1.64M.
iShares 0-1 Year Treasury Bond ETF made up 0.17% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #71 holding.
Buckingham Strategic Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and has held it in 10 quarters since.
674 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.