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Cetera Advisor Networks’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cetera Advisor Networks’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 		$37M Buy
334,462
+27,409
+9% +$3.02M 0.18% 113
2023
Q4 		$33.8M Buy
307,053
+4,250
+1% +$468K 0.19% 107
2023
Q3 		$33.5M Buy
302,803
+67,062
+28% +$7.39M 0.21% 103
2023
Q2 		$26M Buy
235,741
+33,807
+17% +$3.73M 0.18% 117
2023
Q1 		$22.3M Buy
201,934
+23,927
+13% +$2.64M 0.16% 142
2022
Q4 		$19.6M Buy
178,007
+121,104
+213% +$13.3M 0.16% 152
2022
Q3 		$6.26M Buy
56,903
+16,684
+41% +$1.84M 0.08% 273
2022
Q2 		$4.43M Sell
40,219
-15,711
-28% -$1.73M 0.06% 351
2022
Q1 		$6.17M Sell
55,930
-27,276
-33% -$3.01M 0.07% 267
2021
Q4 		$9.19M Sell
83,206
-3,749
-4% -$414K 0.11% 196
2021
Q3 		$9.61M Sell
86,955
-2,836
-3% -$313K 0.13% 171
2021
Q2 		$9.92M Buy
89,791
+86,306
+2,476% +$9.54M 0.14% 156
2021
Q1 		$385K Sell
3,485
-789
-18% -$87.2K 0.01% 997
2020
Q4 		$472K Buy
4,274
+7
+0.2% +$774 0.01% 814
2020
Q3 		$472K Sell
4,267
-7,067
-62% -$782K 0.01% 733
2020
Q2 		$1.25M Sell
11,334
-1,854
-14% -$205K 0.03% 405
2020
Q1 		$1.46M Buy
13,188
+4,776
+57% +$529K 0.05% 322
2019
Q4 		$930K Buy
8,412
+259
+3% +$28.6K 0.02% 519
2019
Q3 		$904K Buy
8,153
+1,491
+22% +$165K 0.03% 496
2019
Q2 		$738K Sell
6,662
-4,462
-40% -$493K 0.02% 557
2019
Q1 		$1.23M Sell
11,124
-3,689
-25% -$407K 0.04% 364
2018
Q4 		$1.63M Buy
14,813
+11,843
+399% +$1.31M 0.06% 265
2018
Q3 		$327K Buy
2,970
+1,070
+56% +$118K 0.01% 811
2018
Q2 		$209K Buy
+1,900
New +$210K 0.01% 766

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Advisor Networks's SHV Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.9% in Q1 2024, buying an estimated $3.02M and bringing the position to 334,462 shares worth $37M. The position accounts for 0.18% of the portfolio, ranked #113.

Cetera Advisor Networks first reported a position in SHV in Q2 2018 and has held it in 24 quarters since. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • Cetera Advisor Networks held 334,462 shares of iShares 0-1 Year Treasury Bond ETF worth $37M as of Q1 2024.
  • Cetera Advisor Networks bought 27,409 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $3.02M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.18% of Cetera Advisor Networks's portfolio in Q1 2024, its #113 holding.
  • Cetera Advisor Networks first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 24 quarters since.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.