Cooper Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cooper Financial Group’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	-3,186	Closed	-$352K	–	405
2024 Q2	$352K	Sell	3,186 -365	-10%	-$40.3K	0.05%	270
2024 Q1	$393K	Hold	3,551	–	–	0.06%	251
2023 Q4	$391K	Sell	3,551 -6	-0.2%	-$661	0.07%	240
2023 Q3	$393K	Sell	3,557 -751	-17%	-$82.8K	0.09%	227
2023 Q2	$476K	Buy	4,308 +1,287	+43%	+$142K	0.12%	198
2023 Q1	$334K	Sell	3,021 -4	-0.1%	-$441	0.09%	224
2022 Q4	$333K	Buy	3,025 +805	+36%	+$88.5K	0.1%	202
2022 Q3	$244K	Buy	+2,220	New	+$244K	0.09%	216
2021 Q1	–	Sell	-31,044	Closed	-$3.43M	–	305
2020 Q4	$3.43M	Buy	+31,044	New	+$3.43M	0.7%	27

Other funds holding SHV

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Cooper Financial Group's SHV Position: Q3 2024 in Review

Cooper Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 3,186 shares — an estimated $352K sold.

Cooper Financial Group first reported a position in SHV in Q4 2020 and held it in 9 quarters. The position peaked at $3.43M in Q4 2020. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

Cooper Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Cooper Financial Group sold 3,186 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $352K.
Cooper Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Cooper Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $3.43M in Q4 2020.
675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Cooper Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.