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

Connectus 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 Q1	$581K	Sell	5,260 -6,963	-57%	-$768K	0.02%	282
2023 Q4	$1.35M	Buy	12,223 +4,500	+58%	+$496K	0.03%	303
2023 Q3	$853K	Sell	7,723 -2,561	-25%	-$282K	0.02%	332
2023 Q2	$1.14M	Buy	10,284 +6,541	+175%	+$721K	0.03%	270
2023 Q1	$414K	Buy	3,743 +8	+0.2%	+$881	0.01%	361
2022 Q4	$411K	Buy	3,735 +13	+0.3%	+$1.43K	0.01%	357
2022 Q3	$409K	Buy	3,722 +4	+0.1%	+$440	0.01%	425
2022 Q2	$409K	Buy	+3,718	New	+$410K	0.01%	360

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Connectus Wealth's SHV Position: Q1 2024 in Review

Connectus Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 57% in Q1 2024, selling an estimated $768K and leaving 5,260 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #282.

Connectus Wealth first reported a position in SHV in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

Connectus Wealth held 5,260 shares of iShares 0-1 Year Treasury Bond ETF worth $581K as of Q1 2024.
Connectus Wealth sold 6,963 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $768K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #282 holding.
Connectus Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2022 and has held it in 8 quarters since.
Connectus Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $1.35M in Q4 2023.
682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.