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Bullock Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bullock Wealth Management’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
-77
Closed -$8.47K – 598
2024
Q2 		$8.47K Hold
77
– – 0.01% 369
2024
Q1 		$8.47K Buy
+77
New +$8.49K 0.01% 374

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

Bullock Wealth Management's SHV Position: Q3 2024 in Review

Bullock Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 77 shares — an estimated $8.47K sold.

Bullock Wealth Management first reported a position in SHV in Q1 2024 and held it in 2 quarters. The position peaked at $8.47K in Q1 2024. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

  • Bullock Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 77 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $8.47K.
  • Bullock Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and held it in 2 quarters.
  • Bullock Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $8.47K in Q1 2024.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Bullock Wealth Management's 13F filing for Q3 2024, filed 24 Sep 2026.