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Capstone Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Capstone Financial 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
Q4 		– Sell
-7,233
Closed -$800K – 163
2024
Q3 		$800K Buy
+7,233
New +$798K 0.05% 68

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Capstone Financial Advisors's SHV Position: Q4 2024 in Review

Capstone Financial Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 7,233 shares — an estimated $800K sold.

Capstone Financial Advisors first reported a position in SHV in Q3 2024 and held it in 1 quarter. The position peaked at $800K in Q3 2024. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • Capstone Financial Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capstone Financial Advisors sold 7,233 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $800K.
  • Capstone Financial Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Capstone Financial Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $800K in Q3 2024.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Capstone Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.